What are the responsibilities and job description for the Financial Services Portfolio Manager position at Forum Group Connecticut, LLC?
Forum Group Connecticut, LLC
\The position of the Client Services Director at Forum Group Connecticut, LLC requires a strong background in client services and financial industry knowledge. The ideal candidate will have a bachelor's degree in finance, economics, business administration, or a related field.
\In this role, you will support a book of clients utilizing our platform, provide on-boarding services, offer technical support as needed, maintain change requests, and follow up on feature requests. Additionally, you will collaborate with technology and operations staff to address items and provide support in a startup environment.
\To be successful in this position, candidates must have excellent Excel skills, be able to understand basic SQL scripts, and have prior experience in client services, portfolio administration, and/or client performance reporting.
