Custodian Data Ops Specialist

Ridgeline; San Ramon, Reno (CA, NV); On-site; USD 87,000 - 102,000; Full time

Benefits offered by this job

Company Stock Plan

Unlimited vacation

Educational reimbursements

Wellness reimbursements

$0 cost employee insurance

Job summary

Ridgeline is seeking a Custodian Data Operations Analyst in the United States to support custodian onboarding and ongoing data operations for client implementations. The role emphasizes organization, detail-orientation, and following defined processes within a growing, high-performing culture.

You'll coordinate with customers, custodians, project managers, and data migration specialists to keep implementations moving forward and scale to 50+ custodians.

Qualifications

• 0-2 years of experience in operations, financial services, client service, onboarding, project coordination, or data support.
• Strong organizational skills with a personal system for high-volume correspondence.
• High attention to detail and comfort working with spreadsheets, trackers, and checklists.
• Clear written communication across technical and non-technical stakeholders.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Interest in learning custodian onboarding, data feeds, and investment operations.

Responsibilities

• Own the end-to-end custodian connectivity onboarding process for an assigned portfolio of customers, maintaining trackers, status lists, and supporting documentation.
• Collect and organize required onboarding inputs such as account lists, custodian contacts, and authorization status.
• Prepare standard communications and support follow-up related to authorization and feed setup requests.
• Review reports, files, and trackers for missing accounts, setup gaps, or incomplete information, and route issues for review.
• Support account add/remove activities and other onboarding maintenance tasks.
• Follow defined SOPs and checklists with strong attention to detail, escalating non-standard scenarios, delays, or data issues to senior team members promptly.
• Coordinate across multiple internal and external stakeholders simultaneously - customers, custodians, project managers, and data migration specialists - to keep implementations organized and moving forward.
• Identify opportunities to streamline and optimize the onboarding process, including through AI and automation tooling.

Skills

Strong organizational skills

Attention to detail

Clear written communication

Multitasking

Willingness to learn custodian onboard

Tools

Spreadsheets

Trackers

Checklists

Job description

Ridgeline is seeking a Custodian Data Operations Analyst in the United States to support custodian onboarding and ongoing data operations for client implementations. The role emphasizes organization, detail-orientation, and following defined processes within a growing, high-performing culture.

You'll coordinate with customers, custodians, project managers, and data migration specialists to keep implementations moving forward and scale to 50+ custodians.