Custodian Jobs in Phoenix

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Search Results - Custodian Jobs in Phoenix

Operations Associate

Fortitude Family Office-Phoenix-today

as a liaison with the custodian and our team • Facilitate client wire requests, deposits, and journals between custodial accounts, as well as other cash movements requested by clients • Input new client and financial data, verify information, reconcile accounts...

Wealth Operations Associate II

Phoenix-icims.com-1 week ago

custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Must be adaptable, show...

Operations Associate

Fortitude Family Office-Phoenix-yesterday

and serve as a liaison with the custodian and our team • Facilitate client wire requests, deposits, and journals between custodial accounts, as well as other cash movements requested by clients • Input new client and financial data, verify information...

Operations Manager

Fortitude Family Office-Phoenix-today

accountability, growth, and a high-performance culture • Oversee the end-to-end client account lifecycle, including account opening and maintenance at Charles Schwab • Serve as the primary liaison between custodians and internal teams to ensure seamless...

Support Services Manager

DiversityJobs-Phoenix-mindmatch.ai-2 days ago

projects, partnering with county departments and vendors to deliver results on time and within scope. You will play a critical role as the custodian of records, ensuring transparency and compliance-overseeing public records requests, legal holds...

Operations Manager

Fortitude Family Office-Phoenix-yesterday

fostering accountability, growth, and a high-performance culture • Oversee the end-to-end client account lifecycle, including account opening and maintenance at Charles Schwab • Serve as the primary liaison between custodians and internal teams to ensure...

Litigation and Claims Administrator

Phoenix-petsmart.com-3 days ago

including presenting settlement authority • Negotiate resolutions with internal departments, third parties, and governmental entities under attorney direction • Coordinate discovery processes, including: • Identification of document custodians • Document...

Director of Medical Record Retrieval

ChartRequest-Scottsdale, 11 mi from Phoenix-today

to General Manager of the Legal Retrieval Business Unit. What You Will Own • Lead client onboarding for new law firm, property and casualty carrier, and TPA accounts, including kickoff, SOW confirmation, platform configuration, custodian setup, and go...

Account Services Associate

Beacon Pointe Advisors LLC-Scottsdale, 11 mi from Phoenix-primepay-recruit.com-2 weeks ago

with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Responsibilities • Prepare client account paperwork, submit to custodians and follow-up to confirm completion. • Quality control of submitted requests...

Licensed Unarmed Guard

Andy Frain Services-Glendale, 9 mi from Phoenix-yesterday

officer is to be honest, alert and well-disciplined as the custodians of employee and customer property and safety. • Constant and dedicated vigilance. • Strong customer service skills, exemplifying Andy Frain Services Mission Statement. • Ability...