Client Service & Operations• Own end-to-end account onboarding, including preparation of Advisory Agreements and custodial account agreements• Manage custodial inquiries and account maintenance through resolution, including complex or escalated matters, retirement coding reconciliations, and general account maintenance• Handle all asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, journals• Process retirement account rollovers, reconciliation of transferred assets, and annuity rollovers through completion• Facilitate Separately Managed Accounts and subdocument processing, including client profile sheets and private investment subscription documents• Coordinate offboarding client notifications and manage returned mail/abandoned property accounts• Provide proactive communication with clients and advisor teams throughout all account-related matters, including sensitive or complex client situations• Assure accuracy and timeliness of all custodian work. Qualifications• Bachelor''s degree, or related experience preferably in finance, economics, or related field• 2-5 years of experience in financial services or related field• Strong computer skills including proficiency with Microsoft Office Suite• Experience with CRM systems and custodial platforms required• Excellent organizational and time management skills• Commitment to professional growth and development.