Client Service Analyst
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 Analyst to join our team in our Wilmington office. As a Client Service Analyst, this person will work to provide a range of services to the Firm’s West Coast Region 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 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
Qualifications
- Bachelor’s degree – Finance or Business preferred
- 0-3 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
- Ability to travel to domestic office locations as needed
Location:
Wilmington, DE, United States of America
Department:
Wealth Management
Employment type:
Permanent
Working pattern:
Full time
Remote working:
Hybrid