WEALTH MANAGEMENT CLIENT SERVICE ASSOCIATE
Forum Financial Management
About this role
Forum Financial Management, LP is seeking a Client Service Associate to provide operational, administrative, and client support in a fast-paced environment, primarily serving high-net-worth clients. The role involves facilitating transactions, maintaining records, and assisting with client technology and communication. This position supports the firm's commitment to high-quality client service and efficient workflow management.
Skills
About Forum Financial Management
forumfinancial.comThe HTML you provided is a 404 Not Found page, so I can't extract any company information from it. Please paste a working website URL or the company name (or paste the site text) and I’ll distill a 3–4 sentence profile. If you want a placeholder now, here’s an example generic profile you can expect: AcmeTech is a cloud software company that provides workflow automation and analytics tools to help small and mid-size businesses streamline operations. Its platform offers no-code automation, prebuilt integrations with common apps, and dashboards for tracking performance. Customers choose AcmeTech for its quick setup, flexible APIs, and straightforward pricing.
About Forum Financial Management
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Forum Financial Management.
Salary
$52k – $65k
per year
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