Client Support Specialist
4 days ago
JTB International Inc. provides financial planning and wealth management services to clients globally.
We value our team members' diverse talents and are seeking a Client Service Associate who shares our commitment to integrity, objectivity, and perspective.
As a member of our team, you will have opportunities for professional development and growth.
The Ideal CandidateWe are looking for a highly motivated and organized individual with a passion for delivering exceptional customer service.
The successful candidate will have a strong background in administration, with prior experience working in a fast-paced environment.
They will be able to communicate effectively with clients, colleagues, and management, with a polished professional manner.
Job Duties and Responsibilities- Run daily reports to ensure advisor accounts are in good standing
- Coordinate and perform staff and operational support activities
- Anticipate client needs and solve problems to deliver exceptional service
- Manage calendars and schedules meetings for clients and prospects
We offer a competitive salary of $55,000 - $75,000 per year, depending on experience.
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