What are the responsibilities and job description for the Custodial Services Associate - Wealth Advisory Summer 2026 | Springfield, Missou position at Forvis Mazars, LLP?
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future.
What You Will Do:
The Custodial Services Associate is responsible for opening and servicing new accounts at the custodian, ensuring adherence to internal policies and procedures, acting as a subject matter expert (SME) on client onboarding and new account setup, and various other tasks. This role requires attention to detail, strong time management and organizational skills.
- Follows firm policies and procedures, emphasizing their importance in maintaining consistency and compliance
- Serves as the last line of defense, actively aware of risks in procedures, adheres to firm policies and best practices, and escalates questions to the Custodial Services Lead or Manager
- Prepares new account paperwork for both the custodian and the firm
- Regularly meets new account target expectations
- Performs self-review of paperwork before submitting to Doc Review
- Completes paperwork and other daily client service tasks as needed
- Assists with client reports, money movement, and various additional custodial responsibilities as needed
Minimum Qualifications:
- Bachelor's Degree in Finance or related field
- Maintenance of a minimum cumulative GPA of 3.0
- All jobrelevant coursework must be completed with a grade of C or above
Preferred Qualifications:
* Minimum of 2 years of experience in a related field (financial services, wealth management, or financial planning)
Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.