Foster & Motley Careers

Foster & Motley is looking for talented individuals to join our team for the following position:

About Foster & Motley

Foster & Motley is an independent, employee owned, fee-only wealth management firm providing clients with comprehensive financial planning and investment management.  We currently manage over $2 Billion in client assets and have over 45 dedicated employees.  The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. 

Client Service Specialist

Position Summary

Foster & Motley is seeking a Client Service Specialist to join our team.   This is a full-time position located in Cincinnati, OH.   As a Client Service Specialist, you will support Advisors with client-related financial planning and investment management activities, including engaging directly with clients, addressing their questions, and offering assistance while exercising a high degree of confidentiality and initiative.

• Act as point of contact for clients on service and administrative requests for one or more advisors.
• Prepare, organize, and maintain client-related documentation, including detailed investment management and/or financial planning documents.
• Ensure timely and accurate follow-up on client matters, prioritizing client satisfaction and efficient service.
• Prepare reports by gathering data from various sources while paying close attention to details to ensure accuracy.
• Open, maintain, and service client investment accounts.
• Draft and send correspondence, responding to client needs and inquiries.
• Schedule and prepare for client meetings and conferences.
• Coordinate office functions with other departments.
• Perform other such duties as may be assigned.

Knowledge, Skills and Abilities

• Ability to work under tight deadlines while maintaining accuracy and quality of service.
• Understanding of client relations, financial planning, and investment management processes.
• Highly organized, with exceptional attention to detail and the ability to manage multiple priorities.
• Strong verbal and written communication skills with a focus on client, client-focused messaging.
• Ability to work independently and within a team environment.
• Proactive customer service mentality.
• Dependable, approachable, and committed to fostering positive client and team relationships.
• Resolve situations using sound judgment.
• Adhere to ethical and confidentiality standards.
• Ability to utilize computer programs effectively.

• College degree is preferred
• Thorough knowledge of Microsoft applications; Word, Excel, Outlook is essential
• Minimum of 3-5 years of client service experience within the financial services industry.
• Experience with Schwab, Financial Planning Software, Customer Relationship Management (CRM) systems, Document Management Systems (DMS), and/or Portfolio Reporting Systems is a plus.
  
  

 What This Role Offers

• Competitive salary commensurate with experience
• Annual profitability/performance bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Short-Term/Long-Term Disability and Group Life insurance
• Paid vacation and paid parental leave
• Opportunities for professional growth and continuing education, including business development training
• Two days per week of remote work flexibility, starting after 90-day of employment

To Apply