Client Service Administrator

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Direct message the job poster from Motive Wealth Advisors

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 Administrator to 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 :

Ideal Candidate :

Application Instructions :

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.

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