Custodian Operations & Client Experience Analyst

Fisher Investments; Tampa (FL); 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 PTO, plus 10 paid holidays

Family Support programs

Job summary

Fisher Investments in Tampa, Florida, is seeking a GCM Custodian Analyst to serve as the primary business contact for custodians and internal teams. This role involves delivering operational support, monitoring custodian performance, and implementing service enhancements to improve client experience.

The ideal candidate has a minimum of 2 years of relationship management experience in financial services, strong communication skills, and the ability to thrive in a fast-paced environment. This position offers a range of excellent benefits, including fully paid medical premiums and a generous 401(k) match.

Qualifications

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

Responsibilities

• Serve as primary point of contact for assigned custodians and internal stakeholders.
• Monitor custodian performance and track trends.
• Lead calls with custodian managers to ensure accountability.

Skills

Relationship management experience

Verbal and written communication

Critical thinking

Organizational skills

Time management

Operational challenges resolution

Microsoft Excel

JIRA

Job description

Fisher Investments in Tampa, Florida, is seeking a GCM Custodian Analyst to serve as the primary business contact for custodians and internal teams. This role involves delivering operational support, monitoring custodian performance, and implementing service enhancements to improve client experience.

The ideal candidate has a minimum of 2 years of relationship management experience in financial services, strong communication skills, and the ability to thrive in a fast-paced environment. This position offers a range of excellent benefits, including fully paid medical premiums and a generous 401(k) match.