Client Service Associate
Permanent - Wealth Management - Wilmington, DE, United States of America
About Us
AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents.
Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in 20 major financial centers, 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 Service Teams 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
- 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
- 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