Client Service Associate

3 weeks ago

Northfield, United States Forum Financial Management Full time
Job DescriptionJob Description

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 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 Northfield office. 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

lNHuNEsTZ1

  • Client Services Representative

    2 weeks ago

    Northfield, Minnesota, United States Minnesota Bankers Association Full time

    We are seeking a dedicated individual for our Client Services Representative position, which plays a crucial role in assisting clients with their banking needs.Key Responsibilities:- Welcoming and supporting clients with their financial transactions- Processing deposits, withdrawals, and loan payments- Offering cashier's checks, money orders, and gift cards-...

  • Client Relations

    5 days ago

    Northfield, Minnesota, United States Kwik Trip Full time

    We are on the lookout for enthusiastic professionals to become part of our organization. If you possess a vibrant personality, are sociable, and take pleasure in delivering exceptional client interactions, this opportunity is tailored for you.Role: Culinary/Client Service AssociateStarting Compensation:$15.50 per hourWork Schedule: FlexibleKey Duties:Deliver...

  • Registered Financial Client Associate

    4 weeks ago

    Northfield, United States Benjamin F Edwards & Co Full time

    Job DescriptionJob DescriptionRegistered Financial Client Associate SummaryAs a Registered Financial Client Associate you will bring your specialized knowledge and skills to provide proactive support to the financial advisor in providing the “White Glove” service our clients have come to know and expect. In this capacity, you will proactively assist the...

  • Registered Financial Client Associate

    1 month ago

    Northfield, United States Benjamin F Edwards & Co Full time

    Job DescriptionJob DescriptionRegistered Financial Client Associate SummaryAs a Registered Financial Client Associate you will bring your specialized knowledge and skills to provide proactive support to the financial advisor in providing the “White Glove” service our clients have come to know and expect. In this capacity, you will proactively assist the...

  • Client Servicing Coordinator

    3 days ago

    Northfield, Minnesota, United States Carlson Capital Management Full time

    Job DescriptionJob Title: Client Servicing CoordinatorJob Summary:We are seeking a highly skilled and detail-oriented Client Servicing Coordinator to join our team at Carlson Capital Management. As a key member of our Client Servicing Team, you will provide exceptional client-related support and hospitality, ensuring a seamless and personalized experience...

  • Client Servicing Coordinator

    2 months ago

    Northfield, United States Carlson Capital Management Full time

    Job DescriptionJob DescriptionSalary: At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to...

  • Client Relations Specialist

    2 weeks ago

    Northfield, Minnesota, United States Forum Financial Management Full time

    Job OverviewCompany: Forum Financial Management, LPWebsite: www.forumfinancial.comForum Financial Management, LP is a dynamic and expanding Registered Investment Advisory Firm managing over $7 billion in assets. Established in 2002 and becoming independent in 2009, we utilize a well-researched investment strategy often referred to as 'evidence-based...

  • Client Relations Specialist

    1 week ago

    Northfield, Minnesota, United States Forum Financial Management Full time

    Job OverviewCompany: Forum Financial Management, LPWebsite: WWW.FORUMFINANCIAL.COMForum 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 employ a diversified investment strategy grounded in extensive academic research. Our...

  • Client Relations Specialist

    1 week ago

    Northfield, Minnesota, United States Forum Financial Management Full time

    Job OverviewCompany: Forum Financial Management, LPWebsite: WWW.FORUMFINANCIAL.COMForum Financial Management, LP is a dynamic and expanding Registered Investment Advisory Firm, managing over $7 billion in assets. Established in 2002 and achieving independence in 2009, we employ a diversified investment strategy grounded in extensive academic research. Our...

  • Fountain Service Associate

    2 days ago

    Northfield, Ohio, United States MGM Resorts International Full time

    About the RoleMGM Resorts International is seeking a skilled and enthusiastic individual to join our team as a Fountain Service Associate. As a key member of our food and beverage team, you will play a vital role in delivering exceptional customer experiences and ensuring the highest standards of service.Key ResponsibilitiesProvide exceptional customer...

  • Associate Financial Advisor

    1 month ago

    Northfield, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    2 weeks ago

    Northfield, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    3 months ago

    Northfield, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 week ago

    Northfield, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    3 months ago

    Northfield, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Food and Beverage Service Associate

    1 day ago

    Northfield, Ohio, United States MGM Resorts International Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Food and Beverage Service Associate. As a key member of our front-of-house team, you will be responsible for providing exceptional service to our guests, ensuring a memorable and enjoyable dining experience.Key Responsibilities:Take and place orders, and...

  • Facilities Maintenance Associate

    6 days ago

    Northfield, Minnesota, United States Marsden Central Full time

    Job Summary:Marsden Central is seeking a highly motivated and detail-oriented Facilities Maintenance Associate to join our team. As a Facilities Maintenance Associate, you will be responsible for maintaining a clean and safe environment for our clients.Key Responsibilities:Clean and sanitize facilities, including restrooms and common areasTake out the trash...

  • Client Support Specialist

    2 weeks ago

    Northfield, Minnesota, United States TEKsystems Full time

    Position Overview: The role involves providing exceptional support for client inquiries and managing created cases effectively. Responsibilities include addressing email communications from case managers concerning reimbursement processes, ensuring a high volume of correspondence is handled efficiently. Reviewing master files to identify previously addressed...

  • Client Support Specialist

    2 weeks ago

    Northfield, Minnesota, United States TEKsystems Full time

    Position Overview: The role involves providing exceptional support for customer inquiries and managing case-related communications. Handling a significant volume of email correspondence from case managers regarding reimbursement processes. Reviewing master files to identify previously addressed cases, referencing case numbers and check numbers using...

  • Associate Veterinarian

    3 months ago

    Northfield, United States Becker Animal Hospital Full time $85,000 - $150,000

    Associate DVM – New Grads Welcome!Becker Animal Hospital has been taking care of North Shore pets since 1965. Now, our four DVM, small animal hospital has an excellent opportunity for a full-time Associate! With over 100 years of combined experience, we take deep pride in our team oriented approach to case management. Whether you are a new graduate seeking...