Custodian Operations & Client Experience Analyst

Fisher Investments; Plano (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO plus 10 paid holidays

Family Support programs

Job summary

Fisher Investments in Plano, Texas is seeking a GCM Custodian Analyst who will be the primary business contact for assigned custodians and internal teams. Responsibilities include monitoring custodian performance and leading service enhancements to improve operational efficiency and client experience.

This role demands strong relationship management and communication skills, with a minimum of 2 years of relevant experience in financial services. The position requires in-office work and offers excellent benefits including fully paid medical premiums and generous PTO.

Qualifications

• Minimum 2+ years of relationship management experience, preferably B2B in financial services.
• Strong verbal and written communication skills required.
• Exceptional critical thinking, organizational and time management skills necessary.

Responsibilities

• Serve as primary point of contact for assigned custodians and internal stakeholders.
• Lead calls with custodian managers to deliver feedback and ensure accountability.
• Identify and implement service enhancements to improve operational efficiency.

Skills

Relationship management

Verbal communication

Written communication

Critical thinking

Organizational skills

Time management

Tools

Microsoft Excel

JIRA

Job description

Fisher Investments in Plano, Texas is seeking a GCM Custodian Analyst who will be the primary business contact for assigned custodians and internal teams. Responsibilities include monitoring custodian performance and leading service enhancements to improve operational efficiency and client experience.

This role demands strong relationship management and communication skills, with a minimum of 2 years of relevant experience in financial services. The position requires in-office work and offers excellent benefits including fully paid medical premiums and generous PTO.