Client Service Associate

4 weeks ago

Lombard, United States Forum Financial Management Full time
Job DescriptionJob DescriptionForum Financial Management, LP
WWW.FORUMFINANCIAL.COM

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $7 billion in assets under management.  Forum was founded in 2002 and became an independent advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.

We are looking to add a Client Service Associate to join our expanding team in our Lombard and Northfield offices. The primary role is direct client contact to service new and existing accounts while working with the Financial Advisors who have the primary client relationships.

Job Responsibilities: 
In this role, you will be responsible for but not limited to the following:
  • Deliver exceptional client service and provide operational and administrative support to the firm’s financial advisory team
  • Facilitate various transactions and complete necessary paperwork on behalf of clients, including but not limited to, initiating money movements, establishing new investment accounts, transferring accounts, closing accounts, and account maintenance
  • Collaborate with the Firm’s third-party custodian service teams and various other entities to carry out client services
  • Ensure accurate record keeping and documentation of all client and vendor interactions using our customer relationship management (CRM) tool
  • Help teach clients how to utilize our client facing technology systems
  • Scheduling and preparation of client meetings
  • Ongoing maintenance of client electronic files
  • Assist with ad hoc projects, and help to maintain and improve firm processes and workflows to create efficiency
  • Provide ongoing service in accordance with company and vendor policies, practices, and regulations
The ideal candidate will have the following skills:
  • Bachelor’s degree
  • Experienced working in a Registered Investment Advisory firm or operations for a Securities Broker-Dealer is preferred
  • Familiar with paperwork and processes of Charles Schwab is preferred
  • Proficiency in Microsoft Excel and Word
  •  Self-motivated with ability to work independently and within in a team environment
  • Meticulous attention to detail
  • Ability to multitask and move attention and effort back and forth between two or more activities when engaged in them at the same time
  • Ability to prioritize list of outstanding tasks to effectively handle urgent matters
  • Strong verbal and written communication skills
  • Strong ability to quickly learn new technology and digital systems
Salary and Benefits
  • Competitive salary based on experience
  • A full benefits package including Health, Dental, Disability and Life Insurance
  • A 401k plan that includes a company match.
  • Paid Time Off
Location
  • This is a hybrid role, working a few days in the office and a few days remote. We have an office in Lombard as well as Northfield so depending on the candidate’s location, they can work onsite at either/both locations.

Powered by JazzHR

BMFTGEbTg7

  • Client Service Associate

    4 days ago

    Lombard, Illinois, United States Forum Financial Management Full time

    Job Opportunity at Forum Financial ManagementWe are seeking a highly skilled and detail-oriented professional to join our team as a Client Service Associate. This role will be responsible for providing exceptional client service and operational support to our financial advisory team.Key Responsibilities:Client Service: Deliver outstanding client service,...

  • Client Service Associate

    3 weeks ago

    Lombard, United States Forum Financial Management, LP Full time

    Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $7 billion in assets under management. Forum was founded in 2002 and became an independent advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of...

  • Client Service Associate

    3 weeks ago

    Lombard, United States Forum Financial Management, LP Full time

    Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $7 billion in assets under management. Forum was founded in 2002 and became an independent advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of...

  • Client Service Associate

    3 weeks ago

    Lombard, United States Forum Financial Full time

    Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $7 billion in assets under management. Forum was founded in 2002 and became an independent advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of...

  • Client Service Associate

    3 weeks ago

    Lombard, United States Forum Financial Management, LP Full time

    Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $7 billion in assets under management. Forum was founded in 2002 and became an independent advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of...

  • Client Relations Specialist

    7 days ago

    Lombard, Illinois, United States Service Logic Full time

    Service LogicCustomer Service RepresentativePrimary Responsibilities: The primary objective of this role is to deliver outstanding customer service by addressing client needs and fulfilling service commitments through effective coordination of personnel, tools, and resources. This position also involves assisting internal stakeholders with document...

  • Client Care Specialist

    2 weeks ago

    Lombard, Illinois, United States European Service At Home Full time

    European Service LLC is actively seeking a dedicated Case Coordinator for our Lombard office. The successful candidate will provide empathetic and responsive customer service to our senior clientele while managing case oversight and directly supervising Home Care Aides. COMPENSATION: $ per hour Based on ExperienceKEY RESPONSIBILITIES As a Case Coordinator,...

  • Client Care Specialist

    2 weeks ago

    Lombard, Illinois, United States European Service At Home Full time

    European Service LLC is actively seeking a dedicated Case Coordinator for our Lombard office. The successful candidate will provide empathetic and responsive customer service to our senior clientele while managing case oversight and directly supervising Home Care Aides. COMPENSATION: $ per hour, commensurate with experienceKEY RESPONSIBILITIES:As a Case...

  • Client Services Representative

    4 weeks ago

    Lombard, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Services Representative

    4 weeks ago

    Lombard, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Services Coordinator

    2 weeks ago

    Lombard, Illinois, United States Paul Mitchell the school Lombard Full time

    Join the Team at Paul Mitchell The School-Lombard as a Client Services CoordinatorAt Paul Mitchell Schools, we pride ourselves on our rapid growth and commitment to excellence. Our unique culture, characterized by our "One Size Fits All" approach and the principle of "Be Nice," fosters an exceptional learning atmosphere that attracts top-tier professionals...

  • Client Care Specialist

    7 days ago

    Lombard, Illinois, United States European Service at Home, Inc Full time

    Job OverviewEuropean Service at Home, Inc. is actively seeking a dedicated Care Coordinator for our Lombard office.The ideal candidate will provide empathetic and responsive customer service to our senior clientele, managing case oversight and directly supervising Home Care Aides.COMPENSATION:Competitive hourly rate based on experienceKEY RESPONSIBILITIESAs...

  • Client Care Specialist

    2 weeks ago

    Lombard, Illinois, United States European Service at Home, Inc Full time

    Job OverviewEuropean Service at Home, Inc. is actively seeking a dedicated Care Coordinator to join our team.The successful candidate will provide empathetic and effective customer service to our senior clientele, overseeing case management and supervising Home Care Aides.COMPENSATION:Competitive hourly rate based on experienceKEY RESPONSIBILITIESAs a Care...

  • Client Care Specialist

    2 weeks ago

    Lombard, Illinois, United States European Service at Home, Inc Full time

    Job OverviewEuropean Service at Home, Inc. is seeking a dedicated Care Coordinator to join our Lombard office.The successful candidate will provide empathetic and responsive support to our senior clientele, managing case oversight and directly supervising Home Care Aides.COMPENSATION:Competitive hourly rate based on experienceKEY RESPONSIBILITIESAs a Care...

  • Warehouse/Delivery Associate

    2 weeks ago

    Lombard, United States Service Logic Full time

    ** Midwest Mechanical Group Inc.** ** Warehouse/Delivery Associate** Lombard, IL 60148 **Summary** The Warehouse/Delivery Associate is responsible for providing support to the Warehouse Team. **Essential Duties and Responsibilities:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements...

  • Client Relations Specialist

    2 weeks ago

    Lombard, Illinois, United States MRA Recruiting Services Full time

    Job Title: Customer Service Representative Company: MRA Recruiting Services Location: Remote Job Overview The primary responsibility of the Customer Service Representative is to cultivate and sustain robust relationships with clients. This role involves addressing all client inquiries and requests with professionalism and efficiency. Additionally, the...

  • Client Relations Specialist

    2 weeks ago

    Lombard, Illinois, United States Ark Wealth Partners Full time

    Company OverviewAt Ark Wealth Partners, we understand that navigating the financial landscape requires a well-defined strategy. As a recognized leader in the financial services sector, our commitment is to provide clarity and direction for our clients' financial aspirations. We focus on creating tailored plans that empower clients to transition from their...

  • Client Relations Specialist

    2 weeks ago

    Lombard, Illinois, United States Forum Financial Management Full time

    Job OverviewForum Financial Management, LP is a dynamic and expanding Registered Investment Advisory Firm managing over $7 billion in assets. Established in 2002 and operating independently since 2009, we emphasize a diversified investment strategy grounded in extensive academic research. Our approach, often referred to as 'evidence-based investing,' aims to...

  • Customer Service Representative

    3 months ago

    Lombard, United States Service Logic Full time

    ** Midwest Mechanical Group Inc.** ** Customer Service Representative** Lombard, IL 60148 **Primary Role:** To provide exceptional customer service by meeting customer needs and service/maintenance commitments through the coordination of manpower, tools, and equipment. To provide exceptional customer service to internal customers through document...

  • Service Coordination Representative

    2 weeks ago

    Lombard, Illinois, United States Service Logic Full time

    Service LogicCustomer Service RepresentativePrimary Responsibilities: The primary objective of this role is to deliver outstanding customer service by addressing client needs and fulfilling service commitments through effective coordination of personnel, tools, and resources. This position also involves assisting internal stakeholders with document...