Custodial Services Associate, Wealth Advisory

General information

Name

Custodial Services Associate

Posting Title

Custodial Services Associate, Wealth Advisory

Ref #

2236769

Date Published

Thursday, May 7, 2026

City

Springfield

State

Missouri

Country

United States

Job Category

Wealth Advisory

Advertised Location

US-MO-Springfield

Working time

Full Time

Description & Requirements

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 a related field

Preferred Qualifications:

• 1+ years of relevant experience in financial services, wealth management, or financial planning

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About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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 any unsolicited referrals, resumes or CVs 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 recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.