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Client Experience Manager

Forman Investment Services, Inc.
Job Description
Forman Investment Services is seeking an engaging, dedicated professional to assist the financial advisors in our office and provide a high level of service to our clients.

Duties would include client communications, appointment scheduling, organizing financial reports, and front office duties including welcoming new and current clients by phone and in person. 

We're looking for candidates who are professional, highly detailed, organized, and self motivated with a client mindset.
The positions requires work availability daily Monday- Friday, with the flexibility of full or part-time hours (30 hour minimum).

Computer proficiency is required. 

Send resume to:
cindy.forman@raymondjames.com  or
mail/ drop off to:
Forman Investment Services
2635 Foxpointe Dr. Ste B
Columbus, IN 47203
 
Contact Information

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