Wealth Custodial Services Specialist

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At One Digital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

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Must be eligible to work in the United States without the need for work visa or residency sponsorship.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

Unsolicited resumes or candidate profiles sent to One Digital without a prior signed agreement will be considered the property of One Digital. In such cases, One Digital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

Our Newest Opportunity:

Summary:

This role provides high-level operational and analytical support to the Wealth Advisor community and internal partners across the firm. This role serves as a central point of contact for advisor-related service requests, operational escalations, and data quality assurance across custodial and technology platforms (Schwab Advisor Center, Fidelity Wealthscape, Raymond James, Orion Advisor Tech, and Salesforce). This role ensures accurate case handling, seamless advisor experience, and proactive identification of trends impacting service delivery and operational efficiency.

Essential Duties and Responsibilities:

Advisor Service & Case Management Serve as a primary liaison between advisors and operational teams to ensure prompt resolution of service requests, escalations, and workflow bottlenecks.

Triage, analyze, and resolve complex advisor cases related to account setup, maintenance, billing, and custodial processing.

Monitor Salesforce LINC ticket queues and Task submissions to ensure SLAs and service quality standards are met.

Maintain knowledge of multi-custodian processes, ensuring advisors receive accurate, consistent guidance.

Partner with custodial relationship managers (Schwab, Fidelity, Raymond James) to address field inquiries, exceptions, and systemic trends.

Operational Data & Process Analytics Analyze advisor service metrics to identify root causes, recurring issues, and opportunities for process improvement.

Partner with Data Integrity, Billing team, WM Daily Ops and the Integrations team to ensure advisor data accuracy, including rep codes, fee schedules, and AUM alignment.

Recommend system enhancements or automation opportunities to improve turnaround time and reduce manual rework.

Collaboration & Cross-Functional Support Partner closely with Wealth Management Operations, Billing, Compliance, and Finance teams to align service processes with firm policies.

Support the onboarding of new advisors and offices by coordinating custodial setup, data validation, and workflow readiness.

Maintain and update SOPs, process maps, and training materials related to advisor servicing.

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