Custodian Operations & Client Relations Analyst

Fisher Investments; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical premiums

401(k) match

Paid time off

Family support programs

Hybrid work options

Job summary

Fisher Investments in Plano, TX is seeking a GCM Custodian Analyst to serve as the primary liaison for custodians and internal teams, delivering daily operational support and upholding high service standards. You will monitor performance, lead calls with custodians, and identify enhancements to improve efficiency and client experience.

You will coordinate with internal partners to resolve complex issues, contribute to critical initiatives, and report to a GCM Team Leader, supporting the firm's

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
• Thrive in a fast-paced environment, demanding flexibility and creativity
• Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them
• Prefer Microsoft Excel and JIRA experience

Responsibilities

• Serve as primary point of contact for assigned custodians and internal stakeholders, resolving complex requests and questions in an accurate and timely manner
• Be the subject matter expert on custodian operations and client needs
• Monitor custodian performance, track trends, concerns, requests, and highlight patterns that may signal risk, opportunity, or client dissatisfaction
• Lead calls with custodian managers to deliver feedback and ensure accountability to key performance metrics
• Identify and implement service enhancements to improve operational efficiency and client experience
• Support other GCM project and regional teams as needed

Skills

Relationship management

Verbal communication

Written communication

Critical thinking

Time management

Excel experience

JIRA experience

Tools

Excel

JIRA

Job description

Fisher Investments in Plano, TX is seeking a GCM Custodian Analyst to serve as the primary liaison for custodians and internal teams, delivering daily operational support and upholding high service standards. You will monitor performance, lead calls with custodians, and identify enhancements to improve efficiency and client experience.

You will coordinate with internal partners to resolve complex issues, contribute to critical initiatives, and report to a GCM Team Leader, supporting the firm's