Job Details

General information

Name

Consulting, Wealth Advisory, Custodial Services Associate

Posting Title

Custodial Services Associate

Ref #

2234795

Date Published

Monday, March 31, 2025

City

Springfield

State

Missouri

Country

United States

Job Category

Wealth Advisory

Office

Wealth Advisory (Forvis)

Advertised Location

US-MO-Springfield

Working time

Full Time

Description & Requirements

Forvis Mazars is seeking a full-time Custodial Services Associate to fill a key role within the Wealth Advisory team. Forvis Mazars Wealth Advisors offers wealth management services for affluent families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts our clients' interests first. The qualified candidate for this position must be detail-oriented and possess an integrity first and positive team-player attitude.
How you will contribute:

• Supporting the Wealth Advisor team in providing an integrated suite of services to affluent families
• Developing and maintaining in-depth expertise in multiple industry software systems including our Client Relationship Management (CRM) and Investment Portfolio software
• Preparing internal and custodial paperwork for clients
• Maintaining up-to-date client records in systems
• Working with the team to ensure timely delivery of items to clients.
• Coordinating and working on multiple, concurrent client projects and completing assignments with minimal supervision
• Organizing information for quarterly tax payments
• Ensuring that tasks are on track and expectations are completed on time.

• Highly detail-oriented, fast-paced, and exceptional time management skills
• Outstanding verbal and written communication skills; must have an excellent phone presence.
• Attention to detail and ability to multitask and prioritize; able to effectively resolve issues and conflicts independently.
• Must be highly organized, proactive, energetic, and enthusiastic with a heart for service.
• Technically and analytically focused
• Ability to work within defined policies and procedures.
• Collaborative learning style with the ability to work independently on projects.
• Passion for serving clients.

• Bachelor's degree in finance or general Business
• 2 years minimum experience in a related field (financial services, wealth management, or financial planning)

• Prior experience serving affluent families