Custodial Services Associate - Wealth Advisory Summer | Springfield, Missouri

What You Will Do:

The Custodial Services Associate is responsible for opening and servicing new accounts at the custodian, ensuring adherence to internal policies and procedures, acting as a subject‑matter expert on client onboarding and new account setup, and performing various other tasks. This role requires attention to detail, strong time‑management, and organizational skills.

• Follows firm policies and procedures, emphasizing their importance in maintaining consistency and compliance
• Serves as the last line of defense, actively aware of risks in procedures, adheres to firm policies and best practices, and escalates questions to the Custodial Services Lead or Manager
• Prepares new account paperwork for both the custodian and the firm
• Regularly meets new account target expectations
• Performs self‑review of paperwork before submitting to Doc Review
• Completes paperwork and other daily client service tasks as needed
• Assists with client reports, money movement, and various additional custodial responsibilities as needed

• Bachelor's Degree in Finance or related field
• Maintenance of a minimum cumulative GPA of 3.0
• All job‑relevant coursework must be completed with a grade of C or above

Minimum of 2 years of experience in a related field (financial services, wealth management, or financial planning)

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being—empowering our team to grow and thrive while delivering exceptional service.

Forvis Mazars, LLP is an equal‑opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.