Client Service Associate - Entry Level - On-site

Foster & Motley is a steadily growing, independent, employee-owned, fee-only firm that provides clients with investment management and comprehensive financial planning. We currently manage over $2.5 Billion in client assets and have 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.

Foster & Motley, Inc. is seeking a Client Service Associate to join our team. This is a full-time position located in Cincinnati, Ohio. The Client Service Associate is responsible for assisting and supporting the Client Service Specialist (CSS) team with client-related financial planning and investment management activities. This includes preparing and processing documents, addressing administrative needs, and handling sensitive information with a high degree of confidentiality and initiative.

This role primarily focuses on internal operational tasks, with the potential to provide direct client support as needed and appropriate. The CSA position offers opportunities for professional growth and advancement into other roles within the firm.

• Competitive salary commensurate with experience
• Annual bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Short-Term/Long-Term Disability and Group Life insurance
• Paid time off and paid parental leave
• Opportunities for professional growth and continuing education
• Up to 16 hours per week of remote work flexibility, starting after 90-days of employment

• Support CSS team with onboarding of new clients
• Establish, prepare, and maintain a variety of electronic files, and documents
• Track ongoing matters and follow up to ensure next steps are completed
• Assist with ad hoc projects as needed
• Open, maintain and service client accounts
• Arrange meetings as needed
• Provide backup support to receptionists
• Assist internal teams while out of the office
• Perform other such duties as may be assigned

• 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

• Customer service mentality
• Detail-oriented with an ability to multitask
• Organized, dependable, and personable
• Takes initiative, can work independently, and follows tasks through to completion
• General knowledge of office protocol and procedures
• Excellent communication skills – oral and written
• Ability to utilize computer programs effectively

* This career opportunity and direct referral are intended for members of the WGA/ESF network.

To apply , to email your resume, cover letter and affiliation to the Evans Scholars Foundation to Zach Binzer (WGA Director). To provide additional support,
Dan Puglisi (ESF Sr. Director, Career Services) is copied on the email.