Private Wealth Custody Specialist

Deutsche Bank

Jacksonville (FL)

Hybrid

USD 64,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model
Health benefits
Retirement plan
Parental leave
Volunteer programs

Job summary

Deutsche Bank's Private Wealth Management team in Jacksonville is seeking a Custody Officer (Associate) to handle account servicing and maintenance tasks such as new account openings, corporate actions, wire payments, and settlement monitoring. The role requires coordinating with Relationship Managers and Middle Office to resolve complex client inquiries in a fast-paced, client-focused environment.

The hybrid work model offers in-office and remote flexibility, with competitive compensation and

Qualifications

  • Excellent communication with clients, bankers and advisors.
  • Ability to multi-task in a fast-paced environment.
  • Make independent decisions on complex daily issues and escalate when risk is evident.
  • Strong teamwork and organizational skills.

Responsibilities

  • Support all aspects of new Custody account openings and documentation review.
  • Review daily client and transaction reports and resolve cash or settlement issues.
  • Collaborate with Middle Office, Vendor Groups and Relationship Managers on client inquiries.
  • Facilitate client requests for wire disbursements, transfers, and corporate actions.

Skills

Excellent communication
Multi-tasking
Decision making under risk
Teamwork
Organizational skills

Tools

Relationship management

Job description

Deutsche Bank's Private Wealth Management team in Jacksonville is seeking a Custody Officer (Associate) to handle account servicing and maintenance tasks such as new account openings, corporate actions, wire payments, and settlement monitoring. The role requires coordinating with Relationship Managers and Middle Office to resolve complex client inquiries in a fast-paced, client-focused environment.

The hybrid work model offers in-office and remote flexibility, with competitive compensation and

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