Partner Custodian Specialist

reputed company is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Partner Custodian Specialist is responsible for handling client-directed requests on existing reputed company accounts, ensuring timely and accurate processing while maintaining clear communication with advisors.

Responsibilities

• Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy
• Be productive and ensure reputed company requests are handled reputed company assigned service levels
• Adapt and be flexible based on the needs in the business and reputed company the team
• Ability to satisfy advisors with timely, complete, knowledgeable and reputed company communications regarding requests that are not in good order (NIGO) through written and verbal communication
• Ability to assess and minimize risk to organization
• Effectively work across teams, peers, and other departments

Skills

• Bachelor's degree or experience in Financial or similar professional Industry
• Strong attention to detail and ability to see the “bigger picture”
• Demonstrates high proficiency in Operational processing
• Outstanding Customer Focus – constantly providing memorable service and creates loyal promoter
• Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation
• Demonstrated analytical and decision making skills
• Results Oriented - Proven ability to set and meet aggressive goals

Benefits

• reputed company Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

Company Overview