About the job

Motive Wealth:

Motive is a boutique wealth management firm serving a select group of families. We provide financial guidance and investment management within the context of long-term relationships. Ideal new clients have at least $10 million of investable assets with a minimum of $5 million with Motive to initiate a relationship.

Client Service Administrator:

Our clients rely on us to handle a wide range of administrative requests with speed and accuracy. To support our continued growth, we are adding a Client Service Administratorto our team of four. This is a collaborative, client-facing role. You will work closely with our co-founders and both the advisory and operations teams, with hands-on support and training every step of the way. While you will be a key point of contact for clients, you will always have the full support of the team — we navigate challenges collaboratively, share responsibility, and take pride in doing things the right way.

How to Apply

To apply, email your cover letter and resume in PDF or Word format to info@motivewealth.com. Your cover letter will be used to assess your written communication skills. Applications without a cover letter will not be considered. Tell us anything you think we should know about you and include a story, in your style, that reflects your personal definition of “great service.” It can be something you did or something you experienced.

Key Responsibilities:

This role blends client service, operational execution, and internal coordination. You will:

Act as a primary point of contact for client administrative needs, ensuring timely and accurate responses.
Support account management activities, including onboarding, updates, and documentation.
Coordinate money movement and transaction processing with investment custodians.
Assist with meeting scheduling, preparation, follow-up, and ongoing client communications.
Maintain internal systems and contribute to process improvements.
Collaborate with team members to manage complex tasks and deliver a seamless client experience.
Note: This is not a sales position. We are seeking candidates who want to grow within client service roles.

Qualifications:

Bachelor’s degree.
5+ years of experience in a professional environment (financial services preferred).
Professional presence across all settings—phone, Zoom, in-person, and written communication. Our clients expect capable, polished, and respectful interactions.
Proficiency in MS Office; experience with Tamarac, Charles Schwab, Fidelity, and/or Asana is a plus.
Must pass background, credit, and drug screening.

Compensation & Benefits:

This is a full-time position.
Base salary: $70,000–$100,000 (commensurate with experience).
Discretionary merit bonus.
Health & dental insurance.
401(k) with 100% match up to 4%, vested immediately (available after 12 months).
Hybrid work schedule (2–3 days in-office after training).
5 weeks of PTO annually, plus stock market holidays and additional time off around year-end holidays.

Ideal Candidate:

Conscientious – You take ownership of your work, follow through reliably, and care deeply about getting the details right.
Self-Starter – You are proactive, resourceful, and able to move tasks forward independently.
Detail-Oriented – You notice what others miss and understand that precision matters, especially in client-facing work.
Warm and Professional – You communicate with empathy and polish, whether by phone, email, or in person.
Team-Oriented – You collaborate naturally, share responsibility, and support others without hesitation.
Organized – You manage multiple tasks and timelines with clarity and calm.
Discreet – You understand the importance of confidentiality and handle sensitive information with care.

Application Instructions:

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Client Service Administrator