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Foster & Motley Careers

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

Client Service Assistant Client Service Specialist

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 approximately $1.7 Billion in client assets and have over 40 dedicated employees. In 2020 we were recognized as one of Cincinnati Business Courier’s “Best Places to Work”, after being a finalist in previous years. The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. 

What We Offer

  • Challenging work environment where you can make a difference in the lives of our clients
  • 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 holidays, vacation and paid parental leave
  • Opportunities for professional growth and continuing education
  • Opportunity for a hybrid schedule of in-office and remote work after a 90-day onboarding period


Client Service Assistant

Position Summary

Foster & Motley is seeking a full time position assisting and supporting the Client Service Specialist (CSS) Team with client related financial planning and investment management activities, including preparing documents and reports and addressing their administrative needs, while exercising a high degree of confidentiality and initiative. This role will primarily focus on internal, operational tasks with the possibility of providing client support based on need and capability. The CSA position provides opportunity for advancement to other roles within the firm. 

Essential Functions

  • Support CSS team with onboarding of new clients
  • Establish, prepare, and maintain a variety of electronic files, and documents
  • Maintain control of matters in progress and follow up to ensure actions are completed
  • Compile regular and special reports selecting data from various sources
  • Open, maintain and service client accounts
  • Draft correspondence
  • Arrangement meetings and conferences as needed
  • Coordinate office functions with other departments
  • Perform other such duties as may be assigned

Knowledge, Skills and Abilities

  • Customer service mentality
  • General knowledge of office protocol and procedures
  • Organized, dependable, and personable
  • Detail oriented with an ability to multi-task
  • Excellent communication skills – oral and written
  • Ability to work independently and within a team environment
  • Ability to utilize computer programs effectively

Qualifications

  • College degree is preferred
  • Thorough knowledge of Microsoft applications; Word, Excel, Outlook is essential
  • Administrative experience - within the financial services industry is a plus
  • Experience with Customer Relationship Management (CRM) systems and Document Management Systems (DMS) is a plus

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, Inc. is seeking a Client Service Specialist (CSS) to join our team. This is a full-time position located in Cincinnati, Ohio.  This position assists with client related investment management activities, including interacting directly with clients (primarily by email & phone) to respond to their questions and administrative needs, while exercising a high degree of confidentiality and initiative.

Essential Functions

  • Provide support to one or more advisors
  • Establish, prepare, and maintain a variety of files, and documents including detailed investment paperwork
  • Maintain control of matters in progress and follow up to ensure actions are completed
  • Compile regular and special reports selecting data from various sources
  • Open, maintain and service client accounts
  • Draft correspondence
  • 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

  • Work with tight/firm deadlines
  • General knowledge of office protocol and procedures
  • Organized and detail oriented
  • Excellent communication skills – oral and written
  • Ability to work independently and within a team environment
  • Proactive customer service mentality
  • Dependable, and personable
  • Resolve situations using sound judgment
  • Demonstrate ethical conduct and confidentiality
  • Ability to utilize computer programs effectively

Qualifications

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


To Apply

If interested, please email your resume  and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.

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