Client Service Assistant

4 days ago


Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

JTB INTERNATIONAL INC is a dynamic company that provides financial planning and wealth management services to clients worldwide. We are seeking a Client Service Assistant - Wealth Management to support our team of experienced Financial Advisors.

Responsibilities

The successful candidate will have the following responsibilities:

  • Coordinating with Advisors to gather data for plan creation
  • Utilizing EMoney software to enter data and generate financial plans
  • Presenting financial plans to Advisors and clients while documenting all relevant notes, action items, and follow-up tasks
  • Working with Advisor, Home Office staff, and Software Support to analyze data and solve problems

We offer a competitive salary range of $65,000 - $80,000 per year, depending on experience. If you have a strong desire to succeed in a fast-paced environment and are passionate about providing excellent client service, we encourage you to apply.



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