Business Development Associate

4 days ago


Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

Overview

JTB International Inc. is a leading financial services firm providing global planning and wealth management to clients across the globe.

We are seeking an experienced Client Service Associate to join our team in delivering exceptional results.

Salary and Benefits

The estimated annual salary for this role is $60,000-$80,000 based on industry standards and location.

We offer a comprehensive benefits package including medical, dental, and vision coverage, as well as 401(k) matching and paid time off.

Job Description

This Client Service Associate will provide direct support to a Financial Advisor, assisting with client and administrative functions.

Responsibilities include running daily reports, coordinating staff support activities, and anticipating client needs.

Excellent communication and problem-solving skills are essential for success in this role.

Required Skills and Qualifications

  • 4-year Bachelor's degree and 2-4 years of administrative experience
  • Prior experience working in a broker-dealer office or finance industry
  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
  • Ability to work independently and in teams

About Us

JTB International Inc. values its team members and recognizes that their diverse talents are directly linked to the firm's success.

We prioritize regular attendance, teamwork, and a polished professional nature in all interactions.



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