Client Service Associate

1 week ago


Winnetka, Illinois, United States Forum Financial Management, LP Full time
{"Job Title": "Client Service Associate", "Job Description": "Overview

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with over $7 billion in assets under management. Our team is dedicated to providing exceptional client service and support to our financial advisors and clients.

Job Summary

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team in our Northfield office. The successful candidate will be responsible for delivering exceptional client service, facilitating transactions, and providing operational support to our financial advisory team.

Key Responsibilities
  • Deliver exceptional client service and provide operational support to the firm's financial advisory team
  • Facilitate various transactions and complete necessary paperwork on behalf of clients
  • 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
Requirements
  • Bachelor's degree
  • Experience working in a Registered Investment Advisory firm or operations for a Securities Broker-Dealer is preferred
  • Familiarity with paperwork and processes of Charles Schwab is preferred
  • 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 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
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.

", "lang_code": "en-US"}

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