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

US Bank

Global Head of Custody Operations

Atlanta, GA · On-site

... account structures and 100% asset segregation. * Provide oversight of Global Network Management, including sub-custodian relationships, network governance, and market resiliency. * Own the ...

Focus Partners Wealth

Client Service Specialist

Atlanta, GA · On-site

$75K - $80K/yr

... account opening, maintenance, and paperwork requests.* Prioritize and manage multiple advisor and ... This can involve working with custodian partners and various departments within the organization to ...

SCS Financial

Client Service Specialist

Atlanta, GA · On-site

$75K - $80K/yr

... account opening, maintenance, and paperwork requests. * Prioritize and manage multiple advisor and ... This can involve working with custodian partners and various departments within the organization to ...

Cushman & Wakefield

Cleaner, Full Time - 2nd Shift

Atlanta, GA · On-site

$13.50 - $15.75/hr

... the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Cushman & Wakefield

Cleaner, Full Time - 2nd Shift

Atlanta, GA · On-site

$13.50 - $15.75/hr

... the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Cushman & Wakefield

Cleaner, Full Time - 1st Shift

Atlanta, GA · On-site

$13.50 - $15.75/hr

... the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Cushman & Wakefield

Cleaner

Norcross, GA · On-site

$13.25 - $15.50/hr

Job Title Cleaner Summary The Cleaner will work under the supervision of the Custodial Manager or ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

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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 Sep 14, 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 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $46,144 per year, or $22.2 per hour.

Investment Operations Specialist, Centralized Services

Alpharetta, GA • On-site

Ronald Blue Trust
Investment Banking and Securities Dealing • 201 - 500 employees
Learn more about Ronald Blue Trustexternal

Full-time

Posted 17 days ago

Job description

Job Type
Full-time
Description
About Blue Trust
For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states.
Role Overview:
The Investment Operations Specialist, Centralized Services is responsible for providing investment account management and investment administrative support to Advisors in accordance with their instructions and client needs/requests.
This position is a part of a Centralized Services team located in the Blue Trust National Office in Alpharetta, GA. Team members will serve client and advisory teams across the country.
Principal Accountabilities:
1. Handles portfolio management reconciliation and processing in accordance with Advisor instructions in an accurate and timely manner, including such things as:
  • Verifies client data in Orion.
  • Ensures system portfolio performance is maintained and accurate.

2. Participates in the new account set-up process including:
  • Updates new account information in various systems.
  • Ensures accounts are available for trading.
  • Performs account maintenance as needed.

3. Provides service support and administration, including:
  • Responds to inquiries from field personnel via phone and e-mail.
  • Educates and/or supplies training aides to field on Investment Department processes.
  • Acts as liaison for all custodial relationships.

4. Bears other responsibilities, including:
  • Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base and applies these principles in personal finances
  • Approaches work, interactions, and relationships in a manner consistent with the Company's Core Values.
  • Maintains the highest Compliance standards by adhering to the Company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.

Requirements
  • Experience and industry knowledge in financial services or accounting with an emphasis on investment acume
  • Ability to make independent judgement as well as take direction from others
  • Aptitude and passion for learning to serve others with excellence.
  • Intermediate to advanced MS Office skills, especially MS Excel
  • Ability to work n a dynamic and flexible office environment.
  • Excellent problem-solving skills and organizational and operational efficiency
  • Excellent communication and interpersonal skills, both verbal and written communication
  • Strong business mathematical skills and keen attention to detail
  • Personal integrity and ability to discreetly handle confidential data.

Education, Experience & Skills:
  • Bachelor's degree is required, preferably in finance, investments, or economics.
  • Prior financial services, investment, or accounting experience preferred.

Travel Requirements:
  • This position may require limited travel by car or other reasonable means of transportation.

Why Join Blue Trust?
At Blue Trust, you'll join a team of inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you're ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we'd love to hear from you!
Blue Trust is an equal opportunity employer.

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