Client Service Associate
Permanent - Wealth Management - Wilmington, DE, United States of America
About Us
AlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem of advice, solutions, and unique investment opportunities from across our global network. AlTi has over 400 employees and assets under advisement of $69 billion with access to substantial capital for further investments.
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-global.com.
Job Description
AlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm’s West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand.
Job Responsibilities
- Partner with assigned Client Servicing Associates to service the Firm’s UHNW clients
- Accountability for client relationships as assigned to include responsibility for data accuracy and documentation adequacy through continuous monitoring and updating of the Firm’s internal database and relevant applications
- Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly
- Assist with Portfolio rebalancing (document preparation, money movements)
- Prepare new account paperwork, contracts, and subscription agreements
- Manage the opening and closing of accounts – to include SMA’s and brokerage
- Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, and journals
- Assist with presentations and proposals using Microsoft PowerPoint and Excel
- Analyze and review billing for accuracy
Qualifications
- Bachelor’s degree – Finance or Business preferred
- Minimum of 4-5 years’ experience within financial services
- 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
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
Location:
Wilmington, DE, United States of America
Department:
Wealth Management
Employment type:
Permanent
Working pattern:
Full time
Remote working:
Hybrid