CareerPlan

Global Custodian Analyst

Plano, TX, USFull-time2026-10-31 → 2026-11-09
On-site

Core

Primary business contact and communication channel for assigned custodians, delivering daily operational support and maintaining high service standards.

Role type

Senior IC relationship management analyst (custodian operations)

Builds

Operational efficiency improvements and enhanced client experience for custodian partners

Domain

Financial services / Asset management

Deliverable

client delivery

Required skills

Relationship management, performance monitoring, stakeholder communication, critical thinking, project coordination

Preferred skills

Microsoft Excel, JIRA

Responsibilities

Serve as primary point of contact for assigned custodians and internal stakeholders, Monitor custodian performance and track trends, Lead calls with custodian managers to deliver feedback, Identify and implement service enhancements to improve operational efficiency

Seniority

Mid-level, hands-on IC