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Client Service Associate Impact in RIA

Job in Northbrook, Cook County, Illinois, 60065, USA
Listing for: Forum Financial Management
Full Time position
Listed on 2026-05-21
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate — Growth & Impact in RIA

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.

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Position Requirements
10+ Years work experience
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