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Custody Operations Associate Jobs (NOW HIRING)

US Bank

Document Custody Associate - Dox Ex 1

Saint Paul, MN · On-site

$21.25 - $28.32/hr

The Document Custody Associate reviews loan (or collateral) documents and/or handles processing of ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

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Custody Operations Associate information

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How much do custody operations associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for custody operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is the difference between Custody Operations Associate vs Fund Operations Associate?

AspectCustody Operations AssociateFund Operations Associate
Required CredentialsTypically a bachelor's degree; certifications like CFA or CPA are a plusSimilar credentials; often the same certifications are valued
Work EnvironmentFinancial institutions, custodians, banksAsset management firms, investment companies
Employer & Industry UsageUsed in custody banks and custodial servicesCommon in fund management and investment firms
Comparison Search IntentUnderstanding roles in custody servicesUnderstanding fund processing and administration

The Custody Operations Associate primarily handles the safekeeping of assets and related operational tasks within custody banks or custodial services. In contrast, the Fund Operations Associate focuses on processing fund transactions, investor records, and fund administration within asset management firms. While both roles require similar credentials and work in related financial environments, their core responsibilities differ, catering to distinct aspects of investment operations.

What cities are hiring for Custody Operations Associate jobs? Cities with the most Custody Operations Associate job openings:
What are the most commonly searched types of Custody Operations jobs? The most popular types of Custody Operations jobs are:
What states have the most Custody Operations Associate jobs? States with the most job openings for Custody Operations Associate jobs include:
Custody Operations Associate jobs near you

Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate

Goldman Sachs, Inc.

Dallas, TX • On-site

Full-time

Posted 7 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

48th of 170 rated banks

Job description


At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
YOUR IMPACT
Goldman Sachs is seeking an RIA Custody Client Services Representative to join our world-class service team.
The knowledge you'll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment.
OUR IMPACT
Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.
HOW YOU WILL FULFILL YOUR POTENTIAL
We're looking for an Associate to be part of our best-in-class Service Team within the Goldman Sachs Advisor Solutions business line.
As part of this role, you will be responsible to assist and deliver shared service for multiple business-to-business clients. You will ensure the overall satisfaction of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department.
RESPONSIBILITES:
  • Act as the primary or secondary point of contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drive asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform.
  • Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
  • Keep open communication with client regarding events, key issues, or new product/feature releases that could impact the standing of the relationship.
  • Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. Serve as an internal champion for clients.
  • Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
  • Create reporting that provides leadership transparency into segments of client firms or regional performance and goals.
  • Host quarterly reviews with clients to share user activity and product trends along with a detailed level statistics to report to the client.
  • Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with our platform/services/processes.

REQUIRED SKILLS AND EXPERIENCE:
  • Bachelor's degree required.
  • 2-5 years in financial services with an emphasis in providing an excellent client experience.
  • Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and ability to educate clients/prospects on Goldman's products and services.
  • Ability to find success in a dynamic, deadline driven, and detailed compliance environment.
  • Excellent relationship management and communication skills in both verbal and written formats.
  • Strong technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
  • Salesforce experience preferred.
  • Team player with demonstrated initiative/leadership through participation in job related groups or committees.
  • Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem-solving skills
  • Technical skills including word processing, spreadsheet, Salesforce capabilities and the ability to support our clients as they utilize our web-based products.

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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