Client Operations Associate

Jobtailor; Irving (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Irving, TX is seeking an experienced Custodial Operations specialist to own daily tasks such as account openings, money movement, and multi-custodian support. You will collaborate with CX and technical teams to ensure precise processing and scalable operations.

This role offers opportunities to build scalable procedures, reduce manual effort, and grow within a dynamic wealth-management environment, with exposure to top custodians like Schwab, Fidelity, and Pershing.

Qualifications

• 2+ years in operations at a custodian, RIA, or wealth management firm with end-to-end ownership
• Experience across multiple custodians or departments
• Sharp attention to detail with high-volume request handling
• Ability to learn new systems and workflows quickly
• Experience at an independent RIA is a bonus
• Exposure to custodial mergers or data migrations is a bonus

Responsibilities

• Own and triage the daily Core Ops request queue, including access provisioning and rep code updates
• Provide hands-on support for Historical Performance Migrations and Custodial Mergers
• Build fluency across custodial platforms such as Schwab, Fidelity, and Pershing
• Partner with technical specialists and the CX team to identify and fix process gaps
• Help build redundancy and structure for Core Ops scalability
• Support account opening, transfers, and money movement across the multi-custodial platform

Skills

Custodial Operations

Account Opening

Money Movement

Historical Migrations

Multi-Custodial Support

Tools

Schwab

Fidelity

Pershing

Job description

• Own and triage the daily Core Ops request queue, including access provisioning and rep code updates


• Provide hands‑on support for Historical Performance Migrations and Custodial Mergers


• Build fluency across custodial platforms such as Schwab, Fidelity, and Pershing


• Partner with technical specialists and the CX team to identify and fix process gaps


• Help build redundancy and structure for Core Ops scalability


• Support account opening, transfers, and money movement across the multi‑custodial platform

Requirements

• 2+ years in operations at a custodian, RIA, or wealth management firm, with real end‑to‑end ownership of tasks like account opening and money movement


• Experience working across multiple custodians or departments


• Sharp attention to detail and comfort managing a high, growing volume of requests


• Ability to learn new systems and workflows quickly


• Experience at an independent RIA is a bonus


• Exposure to custodial mergers, data migrations, or similar technical projects is a bonus


• Service background demonstrating attention to detail is a bonus

Core Competencies

Demonstrates expertise in operations within custodial platforms, including account opening, transfers, and money movement, while ensuring attention to detail and effective process management. Capable of collaborating with technical teams to enhance operational efficiency and scalability across multiple custodians.

Highest-signal resume keywords

• Custodial Operations Experience


• Account Opening and Money Movement


• Historical Performance Migrations


• Attention to Detail


• Multi-Custodial Platform Support

Hard Skills

• Access Provisioning


• Rep Code Updates


• Data Migrations


• Custodial Mergers


• Process Gap Identification

Soft Skills

• Sharp Attention to Detail


• Ability to Learn Quickly

Industry Keywords

• RIA


• Wealth Management


• Custodian

Tools & Technologies

• Schwab


• Fidelity


• Pershing