Foster & Motley is looking for talented individuals to join our team for the following positions:
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.
IT Support Specialist
Position Summary
Foster & Motley, Inc. is seeking an IT Support Specialist to join our team. This is a full-time position located in Cincinnati, Ohio. As a IT Support Specialist you will support and technical assistance to end-users by diagnosing and resolving software and hardware issues on Windows computers, mobile devices, video conferencing systems, telephones, Wi-Fi networks, and peripheral equipment.
Essential Functions
- Provide technical support for Windows computers, mobile devices, and client applications.
- Troubleshoot, maintain and deploy hardware such as computers, monitors, keyboards, printers, and phones.
- Manage Active Directory accounts, including setup and maintenance.
- Document service tickets for each customer interaction, ensuring detailed records of troubleshooting steps and resolutions.
- Gather user feedback to identify recurring issues and assist in creating resolution guides for common troubleshooting problems.
- Document internal processes and maintain clear, accurate work instructions.
- Support Microsoft 365 applications, including Outlook, OneDrive, Teams, and SharePoint.
- Collaborate with the technology team on various projects to improve service and support efficiency.
- Analyze help desk operations to identify areas for improvement and propose recommendations.
- Ensure timely and accurate follow-up on technical support matters, prioritizing end-user satisfaction and efficient service.
- Prepare technology reports by gathering data from various sources while paying close attention to details to ensure accuracy.
- Perform other such duties as may be assigned.
Knowledge, Skills, and Abilities
- Strong verbal and written communication skills.
- Ability to work under tight deadlines while maintaining accuracy and quality of service.
- Highly organized, with exceptional attention to detail and the ability to manage multiple priorities.
- Ability to work independently and within a team environment.
- Proactive customer service mentality.
- Dependable, approachable, and committed to fostering positive team relationships.
- Resolve situations using sound judgment.
- Adhere to ethical and confidentiality standards.
Qualifications
- College degree is preferred.
- Thorough knowledge of Windows operating systems and in-person deskside support is essential.
- Minimum of 3 years of hands-on experience configuring, troubleshooting, and repairing Windows workstations, Office 365, and video conferencing software.
- Basic knowledge of networking and virtual server systems.
- Experience with the following platforms: Zoom, Salesforce, SharePoint, Microsoft Azure, Cisco Catalyst switching and Wi-Fi, Cisco Security, and Cloud-based document management platforms 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
- Two days per week of remote work flexibility, starting after 90-days of employment
To Apply
If interested, please email your resume and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.
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.
Essential Functions
- 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.
Qualifications
- 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
If interested, please email your resume and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.