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Custodial Account Manager Jobs in Decatur, GA (NOW HIRING)

Smith & Howard

Client Services Specialist

Atlanta, GA · On-site

$16.25 - $21.75/hr

... managing account requests, resolving service issues, coordinating with custodians and internal teams, and ensuring a seamless client experience. This role requires strong relationship management ...

Smith & Howard

Client Services Specialist

Atlanta, GA · On-site

$16.25 - $21.75/hr

... managing account requests, resolving service issues, coordinating with custodians and internal teams, and ensuring a seamless client experience. This role requires strong relationship management ...

Stars and Strikes

Area Manager

Atlanta, GA

Determine work procedures and prepare schedules while ensuring the account stays within the given ... Familiarity with custodial practices and commercial cleaning standards * Knowledge of floor care ...

Diversified Maintenance

Area Manager

Atlanta, GA

Determine work procedures and prepare schedules while ensuring the account stays within the given ... Familiarity with custodial practices and commercial cleaning standards * Knowledge of floor care ...

Diversified Maintenance

Area Manager

Atlanta, GA · On-site

Determine work procedures and prepare schedules while ensuring the account stays within the given ... Familiarity with custodial practices and commercial cleaning standards * Knowledge of floor care ...

Waverly Advisors, LLC

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

We aren't your typical wealth management firm. Our intense client focus is at the center of ... Provides all client service support including account applications, custodial paperwork, investment ...

Waverly Advisors, LLC

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

We aren't your typical wealth management firm. Our intense client focus is at the center of ... Provides all client service support including account applications, custodial paperwork, investment ...

Waverly Advisors LLC

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

We aren't your typical wealth management firm. Our intense client focus is at the center of ... Provides all client service support including account applications, custodial paperwork, investment ...

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Showing results 21-40

All JobsCustodial Account JobsCustodial Account Manager JobsCustodial Account Manager Jobs in Decatur, GA

Custodial Account Manager information

See Decatur, GA salary details

$25.9K

$46.1K

$66.9K

How much do custodial account manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for custodial account manager in Decatur, GA is $46,144.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,100.00 and $50,800.00 per year, depending on experience, location, and employer.

What is a custodial account manager?

A Custodial Account Manager is a professional responsible for overseeing and managing custodial accounts, which are financial accounts held in the name of a custodian for the benefit of a minor or another individual. They ensure all transactions comply with legal and regulatory requirements, maintain accurate records, and provide account reporting to clients. Custodial Account Managers may also work with clients to recommend account strategies, process asset transfers, and resolve any issues related to the accounts. Their role is essential in safeguarding the assets and ensuring fiduciary responsibilities are met.

How does a custodial account manager typically collaborate with other departments to ensure seamless account operations?

Custodial Account Managers frequently work cross-functionally with teams such as operations, compliance, and client services to maintain accurate account records and resolve any issues efficiently. They coordinate with compliance to ensure accounts adhere to regulatory standards and with client services to address client inquiries or concerns. Regular communication and teamwork are essential, as successful account management relies on timely information sharing and joint problem-solving. This collaborative environment helps Custodial Account Managers deliver high-quality service to clients and maintain operational excellence.

What are the key skills and qualifications needed to thrive as a custodial account manager, and why are they important?

To thrive as a Custodial Account Manager, you need strong organizational skills, experience in facility management, and typically a background in business administration or a related field. Familiarity with work order management software, budgeting tools, and compliance systems is commonly required. Excellent communication, leadership, and problem-solving abilities help foster strong client relationships and effective team management. These skills ensure efficient operations, client satisfaction, and high service standards in custodial environments.

What is the difference between Custodial Account Manager vs Financial Advisor?

AspectCustodial Account ManagerFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, or investment firmsIndependent or firm-based, client-facing
Primary FocusManaging custodial accounts, ensuring compliance, executing tradesProviding financial planning, investment advice, and portfolio management

While both roles involve working within the financial industry and require securities licenses, a Custodial Account Manager primarily manages custodial accounts and ensures compliance, whereas a Financial Advisor focuses on advising clients on investments and financial planning. The roles often overlap in client interaction and industry usage, but their core responsibilities differ.

What are popular job titles related to Custodial Account Manager jobs in Decatur, GA?

For Custodial Account Manager jobs in Decatur, GA, the most frequently searched job titles are:

What job categories do people searching Custodial Account Manager jobs in Decatur, GA look for?

The top searched job categories for Custodial Account Manager jobs in Decatur, GA are:

What cities near Decatur, GA are hiring for Custodial Account Manager jobs?

Cities near Decatur, GA with the most Custodial Account Manager job openings:

Custodial Account Manager jobs near you
Infographic showing various Custodial Account Manager job openings in Decatur, GA as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $46,144 per year, or $22.2 per hour.

Client Services Specialist

Smith & Howard

Atlanta, GA • On-site

$16.25 - $21.75/hr

Full-time

Posted 17 days ago

Job description

Client Services Specialist
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen?  If so, we have the perfect opportunity for you at Smith + Howard.
Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across the Southeast, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits.  You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals.  Smith + Howard provides a great opportunity for professional growth and advancement within one of the nation’s top accounting firms.
If you are ready to make a career move and join a firm consistently named one of the “Top Workplaces,” we invite you to complete our employment.
Summary
As a Client Services Specialist on our Wealth Management team, you will be responsible for delivering exceptional operational support to advisors and clients by managing account requests, resolving service issues, coordinating with custodians and internal teams, and ensuring a seamless client experience. This role requires strong relationship management, organization, attention to detail, and the ability to thrive in a fast-paced, client-focused environment while providing responsive, high-quality service.
Primary Responsibilities
  • Deliver accurate and timely service to advisors and clients with a "one contact resolution" mindset.
  • Take ownership of client issues and see them through to resolution.
  • Serve as the primary liaison between advisors, clients, custodians, and Operations.
  • Provide operational support, including account openings, maintenance, monetary requests, and paperwork processing.
  • Prioritize and manage multiple advisors and client requests across email, Microsoft Teams, phone, and CRM while meeting service level expectations.
  • Resolve complex operational issues by collaborating with custodians and internal teams, escalating when needed, and communicating progress to advisors and clients.
  • Utilize CRM platforms (e.g., Wealthbox) and reporting tools (e.g., Addepar) to manage client cases, track workflows, and maintain accurate documentation.
  • Demonstrate empathy, professionalism, and strong attention to detail in all client and advisor interactions.
  • Build trusted relationships with advisors, clients, and team members through responsive, personalized service.
  • Contribute to a collaborative team environment by supporting teammates, assisting with training, and providing coverage when needed.
Qualifications
  • 1–5+ years of experience in the finances services industry with custodian and client-facing service experience preferred.
  • Strong knowledge of industry operations and custodial processes (Charles Schwab experience preferred).
  • Experience with CRM and reporting platforms; experience with Wealthbox and Addepar is a plus but not required.
  • Proficiency in Microsoft Office applications. Experience with advanced Microsoft Excel functions is a plus.
  • Excellent organizational, problem-solving, and critical thinking skills with the ability to manage multiple priorities.
  • Ability to work independently and collaboratively in a fast-paced, client-focused environment.

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