Custody Client Success Associate

Fiduciary Trust Company; Boston (MA); On-site; USD 70,000 - 85,000; Full time

Job summary

Fiduciary Trust Company in Boston seeks a Custody Client Associate to be the primary day-to-day contact for assigned custody client relationships, ranging from family and multi-family offices to RIAs and endowments. You will handle processing requests, field inquiries, and coordinate with the Custody team to ensure timely service and accurate resolutions.

The role emphasizes collaboration with Account Managers, maintaining client records, and supporting service level agreements.

Qualifications

• Bachelor’s degree or equivalent work experience in Finance or related field preferred.
• 2-5 years of meaningful client service experience in financial services; custody operations a plus.
• Exceptional communication, client service, organizational and interpersonal skills.

Responsibilities

• Serve as single point of contact for specific clients and manage requests.
• Research and resolve client inquiries with urgency and accuracy; coordinate ad-hoc requests.
• Collaborate with Custody Account Manager and Operations to resolve issues and reconcile transactions.
• Maintain records of daily and monthly client activities and document updates to procedures.

Skills

Client service

Financial services experience

Communication skills

Microsoft Office proficiency

Education

Bachelor’s degree or equivalent work experience in Finance or related field

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Fiduciary Trust Company in Boston seeks a Custody Client Associate to be the primary day-to-day contact for assigned custody client relationships, ranging from family and multi-family offices to RIAs and endowments. You will handle processing requests, field inquiries, and coordinate with the Custody team to ensure timely service and accurate resolutions.

The role emphasizes collaboration with Account Managers, maintaining client records, and supporting service level agreements.