Hiring: Custodian Data Operations Analyst Company: Ridgeline Location: Reno, NV Job Posted Time: 2026-09-03 11:21:00 Target Skills & Keywords : Workday About the job Experience: •2 years of experience in operations, financial services, client service, onboarding, project coordination, or data support. Required Skills: •Own the end-to-end custodian connectivity onboarding process for an assigned portfolio of customers, maintaining trackers, status lists, and supporting documentation. •Collect and organize required onboarding inputs such as account lists, custodian contacts, and authorization status. •Prepare standard communications and support follow-up related to authorization and feed setup requests. •Review reports, files, and trackers for missing accounts, setup gaps, or incomplete information, and route issues for review. •Support account add/remove activities and other onboarding maintenance tasks. •Follow defined SOPs and checklists with strong attention to detail, escalating non-standard scenarios, delays, or data issues to senior team members promptly. •Coordinate across multiple internal and external stakeholders simultaneously — customers, custodians, project managers, and data migration specialists — to keep implementations organized and moving forward. •Identify opportunities to streamline and optimize the onboarding process, including through AI and automation tooling. Qualifications: •Exposure to investment operations, reconciliations, implementation support, or custodial workflows. •Operational familiarity with file-based operational processes, account setup, or data validation work. •Prior experience training or mentoring junior team members. Compensation: •$86,700 - $102,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!