Client Service Associate

20 hours ago


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

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with over $7 billion in assets under management. Founded in 2002 and becoming an independent advisory firm in 2009, Forum uses a highly diversified investment strategy derived from decades of academic research. This approach, known as "evidence-based investing," aims to remove emotions from investing and counsel clients to avoid short-sighted decisions based on current market conditions.

Job Responsibilities:
  • Deliver exceptional client service and provide operational support to the firm's financial advisory team.
  • Facilitate transactions and complete necessary paperwork on behalf of clients, including 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 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 clients utilize our client-facing technology systems.
  • Schedule and prepare client meetings.
  • Maintain client electronic files.
  • Assist with ad hoc projects and help 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 Charles Schwab paperwork and processes 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 prioritize tasks effectively.
  • Strong verbal and written communication skills.
  • 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 with company match.
  • Paid Time Off.
Work Environment:
  • This is a hybrid role, working a few days in the office and a few days remote. We have offices in Lombard and Northfield, and the candidate can work onsite at either location.
"}

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