Operations Associate: Custodial Systems & Client Planning
Job in
Richmond, Madison County, Kentucky, 40476, USA
Listed on 2026-09-08
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-08
Job specializations:
-
Maintenance/Cleaning
Job Description & How to Apply Below
Jobtailor seeks a detail‑driven professional to execute client distribution and liquidation requests in custodial systems, and to implement client-requested model changes in Brinker systems to ensure accounts trade properly. You will establish systematic withdrawal and contribution plans, review custodial reporting daily, and maintain strong stakeholder relationships.
This on‑site role requires on‑site presence several days weekly and a commitment to accuracy, urgency, and client service in a
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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