Custodian Jobs in Scottsdale
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Search Results - Custodian Jobs in Scottsdale
ChartRequest-Scottsdale
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...
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Beacon Pointe Advisors LLC-Scottsdale
account handling, ensuring timely and accurate processing across custodians and internal advisory teams.
• Facilitate the end‑to‑end workflow for deceased client notifications, required documentation, asset movement, beneficiary transitions, and account...
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primepay-recruit.com -
Ashton Thomas Private Wealth-Scottsdale
through a connected, data-driven architecture that spans all major custodians and asset classes.
Key Responsibilities
• Manage complex, multi-layered calendars for three C-suite executives, ensuring alignment of priorities, preparation time, and travel...
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Beacon Pointe Advisors LLC-Scottsdale
for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs...
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primepay-recruit.com -
Scottsdale
our RIA offerings, banking solutions and/or our broker dealer options. We encourage our Advisors to utilize an open architecture environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines...
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tiptopjob.com -
Beacon Pointe Advisors LLC-Scottsdale
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...
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primepay-recruit.com -
Fortitude Family Office-Phoenix, 11 mi from Scottsdale
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...
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Fortitude Family Office-Phoenix, 11 mi from Scottsdale
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...
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Tactical Air Support, Inc.-Phoenix, 11 mi from Scottsdale
flight training, NEW operations, COMSEC key and custodian interaction, and NEW training modules * Conduct professional, in-person training to large and small groups of pilots with varied experience levels * Cross-train and assist other priority efforts...
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Ironwood Wealth Management, LLC.-Chandler, 14 mi from Scottsdale
to 5 plus years of experience in wealth management, RIA operations, or portfolio administration
• Experience with custodians such as Schwab and Fidelity
• Strong understanding of account types, money movement, and operational workflows
• High attention...
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