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AlTi Tiedemann Global · 1 week ago

Client Service Analyst

Wilmington, DE

Full-time

Onsite

New Grad, Entry Level

0+ years exp

AlTi Tiedemann Global is a NASDAQ listed global wealth and investment advisory firm. They are seeking a Client Service Analyst to provide a range of services to the Firm’s East Coast Region Ultra High Net Worth clients, supporting Advisors and managing client accounts effectively.

AdviceAsset ManagementFinanceFinancial ServicesWealth Management

Hiring Manager

Stewart Mitchell

Responsibilities

Partner with assigned Client Service Team to service the Firm’s UHNW clients

Support Advisors with new and existing client accounts and provide ongoing client service

Prepare new account paperwork, contracts, and subscription agreements

Facilitate the opening and closing of accounts including SMAs and brokerage

Manage cash and security movements including deposits, withdrawals, gifting, wires, and journals

Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly

Analyze and review billing for accuracy

Qualification

Finance degreeFinancial services experienceAdvanced Excel skillsAdobe AcrobatPowerPointMotivatedAttention to detailCollaborative

Required

Motivated with a desire to learn and grow professionally

High attention to detail with the ability to work within a collaborative, fast paced team environment

Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint

Ability to travel to domestic office locations as needed

Preferred

Bachelor's degree – Finance or Business preferred

0-3 years' experience within financial services

Company

AlTi Tiedemann Global

AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations.

Founded in 1980

Aspen, Colorado, USA

201-500 employees