Client Service Analyst
AlTi Tiedemann Global · Wilmington, DE · 2 mo ago
Hybrid$89/hrFull-time
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