Client Service Associate — Growth & Impact in RIA
$60k - $70kForum Financial Management
Forum Financial Management in Northbrook is seeking a Client Service Associate to provide direct client contact, servicing accounts, and collaborating with Financial Advisors. The ideal candidate should be proficient in Microsoft Excel and familiar with Charles Schwab processes. The position offers a competitive salary range of $60,000 – $70,000 annually based on qualifications and experience. Forum also provides a full benefits package including health, dental, vision insurance, a 401k plan with 5% company match, and generous PTO. #J-18808-Ljbffr Forum Financial Management
Vacancy posted 1 day ago
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