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Client Service Associate

2 months ago

Lombard, Illinois, United States Forum Financial Management Full time
Job Opportunity at Forum Financial Management

We 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, respond to client inquiries, and resolve issues in a timely and professional manner.
  • Operational Support: Assist with various transactions, complete paperwork, and maintain accurate records using our customer relationship management (CRM) tool.
  • Collaboration: Work closely with our third-party custodian service teams and other entities to ensure seamless client service.
  • Documentation: Maintain accurate and up-to-date documentation of client and vendor interactions.
  • Training: Assist clients in utilizing our client-facing technology systems.
  • Meetings: Schedule and prepare for client meetings.
  • File Maintenance: Ensure the ongoing maintenance of client electronic files.
  • Ad Hoc Projects: Assist with special projects and help maintain and improve firm processes and workflows.
Requirements:
  • Education: Bachelor's degree.
  • Experience: Previous experience working in a Registered Investment Advisory firm or operations for a Securities Broker-Dealer is preferred.
  • Skills: Proficiency in Microsoft Excel and Word, self-motivated with ability to work independently and within a team environment, meticulous attention to detail, ability to multitask, and strong verbal and written communication skills.
Benefits:
  • Competitive Salary: Based on experience.
  • Full Benefits Package: Including Health, Dental, Disability, and Life Insurance.
  • 401k Plan: With company match.
  • Paid Time Off: Available.

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, and the candidate can work onsite at either/both locations.