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    Client Services Associate - Wilmington, United States - AlTi Tiedemann Global

    AlTi Tiedemann Global
    AlTi Tiedemann Global Wilmington, United States

    1 month ago

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    Accounting / Finance
    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
    • Manager 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.

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