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Client Service Associate
Forum Financial Management · Northbrook, IL, United States · On Site · Deleted · $60,000–$70,000 / year · Rippling ATS
Job facts
| Field | Value |
|---|---|
| Company | Forum Financial Management |
| Title | Client Service Associate |
| Normalized title | - |
| Department / team | Northbrook |
| Location | Northbrook, IL, United States |
| Work model | On Site |
| Employment type | Full Time |
| Salary | $60,000–$70,000 / year |
| Status | deleted |
| ATS provider | Rippling ATS |
| Posted / first seen | 2026-05-07 / 2026-05-29 |
| Changed / last seen | 2026-06-17 / 2026-06-15 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Forum Financial Management. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Rippling ATS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Northbrook. | Open |
| Department jobs | Active postings in Northbrook. | Open |
| Work model jobs | Active On Site postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Forum Financial Management |
| Source | 6eef9780-605e-4ce6-b07e-35f05fa47784 |
| ATS provider | Rippling ATS |
Description
company
Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $10.0 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.
role
Client Service Associate
Forum Financial Management, LP
WWW.FORUMFINANCIAL.COM
Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $10.0 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.
We are looking to add a Client Service Associate to join our office. The primary role is direct client contact to service new and existing accounts while working with the Financial Advisors who have the primary client relationships.
Job Responsibilities:
In this role, you will be responsible for but not limited to the following:
Client Facing
· Produce, complete and track all paperwork associated with advisory accounts from initial account set-up through completion and transfer of assets, as well as client meetings and ongoing service
· Coordinate day-to-day operational work
· Help Financial Advisors prepare for initial and ongoing client appointments
· Answer incoming client service calls regarding accounts
· Provide ongoing service in accordance with company and vendor policies, practices and services
· Update and enter all client notes in client relationship management database as he/she works on each client file
· Oversee rollovers, account transfers, and account distributions
· Maintain contact with clients and vendors through confirmation that all accounts have been opened, transfers have been completed and reports sent out
· Ongoing maintenance of client files (hard and electronic)
· Discusses client concerns with Financial Advisor - keep him/her apprised of any issues
The ideal candidate will have the following skills:
· Familiar with paperwork and processes of Charles Schwab is a plus
· Bachelor’s degree
· Proficiency in Microsoft Excel and Word
· Experience working in a Registered Investment Advisory firm or operations for a Securities Broker-Dealer
Compensation
· Competitive salary range of $60,000 – $70,000 annually, based on experience and qualifications
Why work for Forum Financial Management?
We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential. This role will be critical in driving the future growth of the firm as we are only as successful as a firm as our advisors are individually.
Benefits - we offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.
401k – we offer a 401k plan that includes a company match at 5%.
PTO – employees start off with 18 days plus 12 holidays each calendar year.
Flexible work schedule - we offer a hybrid working schedule.
Professional Development - Forum wants to grow our talent from within and we recognize the role that professional development plays in that. We help our employees identify professional development goals each year and we offer several ways for employees to build their individual skillset.
Continuing Education - Forum supports employees that want to continue their education, and we see that as an extension of our professional development initiatives.
Employee Engagement – employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host quarterly cultural building activities, office luncheons, and other activities to increase productivity within the company.
Forum Financial Management, LP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, gender identity/expression, actual or perceived.
Full job record
| Job ID | b1ee47f3f229adc8b80283168411542396521016 |
| Org ID | 9fcf5c30-2df8-403e-b227-cab2b3d49fed |
| Source ID | 6eef9780-605e-4ce6-b07e-35f05fa47784 |
| Board ID | 6eef9780-605e-4ce6-b07e-35f05fa47784 |
| Provider | rippling |
| Provider Job Key | f0939601-2ed9-431f-b803-6d90f7eff3a6 |
| Title | Client Service Associate |
| Normalized Title | — |
| Status | deleted |
| Active | no |
| Location Text | Northbrook, IL, United States |
| Department | Northbrook |
| Team | — |
| Employment Type | full_time |
| Workplace Type | on_site |
| Remote Policy | — |
| Country | United States |
| Region | IL |
| City | Northbrook |
| Salary Raw | USD 60000-70000 YEAR |
| Salary Min | 60,000 |
| Salary Max | 70,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://ats.rippling.com/forum-financial-management/jobs/f0939601-2ed9-431f-b803-6d90f7eff3a6 |
| Apply URL | https://ats.rippling.com/forum-financial-management/jobs/f0939601-2ed9-431f-b803-6d90f7eff3a6 |
| First Seen At | 2026-05-29 07:12:12Z |
| Last Seen At | 2026-06-15 09:16:27Z |
| Last Checked At | 2026-06-17 08:48:55Z |
| Last Changed At | 2026-06-17 08:48:55Z |
| Inactive At | 2026-06-17 08:48:55Z |
| Source Posted At | 2026-05-07 21:19:24Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=rippling/board=forum-financial-management/date=2026-06-15/2026-06-15T09-16-27-068Z-e85d88afc1ea58d152a53d19834b5c97128ae20d6f290ed4ac2227c047a6743f.json |
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"role": "<meta><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><b><strong style=\"font-size:18pt;white-space:pre-wrap;\">Client Service Associate</strong></b></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:14pt;white-space:pre-wrap;\">Forum Financial Management, LP</strong></b></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><a href=\"http://WWW.FORUMFINANCIAL.COM\" target=\"_blank\" class=\"css-173makr-linkStyle\" style=\"color:rgb(30,74,169);cursor:pointer;\"><span style=\"white-space:pre-wrap;\">WWW.FORUMFINANCIAL.COM</span></a></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $10.0 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:11pt;white-space:pre-wrap;\"> </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">We are looking to add a Client Service Associate to join our office. The primary role is direct client contact to service new and existing accounts while working with the Financial Advisors who have the primary client relationships.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\"> </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">Job Responsibilities:</strong></b></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">In this role, you will be responsible for but not limited to the following:</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><i><b><strong style=\"font-size:11pt;font-style:italic;white-space:pre-wrap;\">Client Facing</strong></b></i></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Produce, complete and track all paperwork associated with advisory accounts from initial account set-up through completion and transfer of assets, as well as client meetings and ongoing service</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Coordinate day-to-day operational work</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Help Financial Advisors prepare for initial and ongoing client appointments</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Answer incoming client service calls regarding accounts</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Provide ongoing service in accordance with company and vendor policies, practices and services</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Update and enter all client notes in client relationship management database as he/she works on each client file</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Oversee rollovers, account transfers, and account distributions</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Maintain contact with clients and vendors through confirmation that all accounts have been opened, transfers have been completed and reports sent out</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Ongoing maintenance of client files (hard and electronic)</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:9pt;white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">Discusses client concerns with Financial Advisor - keep him/her apprised of any issues</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\"> </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">The ideal candidate will have the following skills:</strong></b></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">· Familiar</span><span style=\"color:black;white-space:pre-wrap;\"> with paperwork and processes of Charles Schwab is a plus</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">· Bachelor’s</span><span style=\"color:black;white-space:pre-wrap;\"> degree</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">· Proficiency</span><span style=\"color:black;white-space:pre-wrap;\"> in Microsoft Excel and Word</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">· Experience</span><span style=\"color:black;white-space:pre-wrap;\"> working in a Registered Investment Advisory firm or operations for a Securities Broker-Dealer</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><i><b><strong style=\"font-style:italic;white-space:pre-wrap;\">Compensation</strong></b></i></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">·</span><span style=\"font-size:7pt;white-space:pre-wrap;\"> </span><span style=\"white-space:pre-wrap;\">Competitive salary range of $60,000 – $70,000 annually, based on experience and qualifications</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:10pt;white-space:pre-wrap;\"> </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><i><b><strong style=\"font-style:italic;white-space:pre-wrap;\">Why work for Forum Financial Management?</strong></b></i></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"color:black;white-space:pre-wrap;\">We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential. This role will be critical in driving the future growth of the firm as we are only as successful as a firm as our advisors are individually.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">Benefits</strong></b><span style=\"font-size:10pt;white-space:pre-wrap;\">- </span><span style=\"white-space:pre-wrap;\">we offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">401k </strong></b><span style=\"font-size:10pt;white-space:pre-wrap;\">– </span><span style=\"white-space:pre-wrap;\">we offer a 401k plan that includes a company match at 5%.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">PTO</strong></b><span style=\"font-size:10pt;white-space:pre-wrap;\"> – </span><span style=\"white-space:pre-wrap;\">employees start off with 18 days plus 12 holidays each calendar year.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">Flexible work schedule</strong></b><span style=\"font-size:10pt;white-space:pre-wrap;\"> -</span><span style=\"white-space:pre-wrap;\"> we offer a hybrid working schedule.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">Professional Development</strong></b><b><strong style=\"font-size:10pt;white-space:pre-wrap;\">-</strong></b><span style=\"white-space:pre-wrap;\"> Forum wants to grow our talent from within and we recognize the role that professional development plays in that. We help our employees identify professional development goals each year and we offer several ways for employees to build their individual skillset.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">Continuing Education</strong></b><span style=\"white-space:pre-wrap;\">- Forum supports employees that want to continue their education, and we see that as an extension of our professional development initiatives.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">Employee Engagement</strong></b><b><strong style=\"font-size:10pt;white-space:pre-wrap;\"> –</strong></b><span style=\"font-size:10pt;white-space:pre-wrap;\"> </span><span style=\"color:black;white-space:pre-wrap;\">employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host quarterly cultural building activities, office luncheons, and other activities to increase productivity within the company.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\"> </span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">Forum Financial Management, LP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, gender identity/expression, actual or perceived.</span></p><p style=\"font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\"> </span></p>",
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