Client Service Support

AlTi Global, Inc.; Zürich; Hybrid; CHF 70.000 - 90.000; Vollzeit

Zusammenfassung

AlTi Tiedemann Global in Zurich seeks a Client Service Support to join our Client Operations team on a permanent, full-time basis. The role provides hands-on exposure to wealth management operations and supports Relationship Managers in delivering high-quality client service across the client lifecycle.

Key duties include office administration, client data maintenance, account openings and maintenance, and coordination with custodians and internal teams.

Qualifikationen

• Up to 2 years’ experience in Wealth Management operations or financial services.
• Commercial training or equivalent professional education.
• Strong organisational skills and attention to detail.

Aufgaben

• Support Client Services and Relationship Managers with day-to-day activities in the client lifecycle.
• Office management tasks: mail, couriers, expenses, supplies, events, and related duties.
• Assist with account openings/maintenance and client documentation.
• Coordinate with custodians, service providers and internal teams on client matters.
• Maintain client data and documentation in line with internal standards.
• Provide support on regulatory/compliance documentation and processes.
• Maintain confidentiality of sensitive client and company information.

Kenntnisse

Wealth management ops

MS Office

English

German

Ausbildung

Commercial training

Tools

MS Office

Jobbeschreibung

Client Service Support

Department: Client Operations

Employment Type: Full Time

Location: Zurich

Description

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit alti-global.com.

Job Description

We are looking for an additional team member to join our successful Client Service team in Zurich.

This role offers hands-on exposure to wealth management operations, supporting Relationship Managers in delivering high-quality client service and gaining insight into the full client lifecycle within a global investment advisory firm. The position is on a permanent basis.

Key Responsibilities

• Support the Client Services and Relationship Management teams with day-to-day activities throughout the client lifecycle.
• Various administrative activities in office management, including physical mail, couriers, expenses, supplies, events and other day-to-day office matters.
• Assist Client Services and Relationship Managers with account administration, client requests, presentations, reports and other client-related materials.
• Handle stakeholder communication via email, telephone and in person, ensuring a professional and service-oriented approach.
• Support the accurate maintenance and updating of client data, records and documentation in accordance with internal standards.
• Assist with account openings, account maintenance and client documentation, including more complex structures such as companies, trusts and foundations.
• Coordinate with custodian banks, service providers and internal teams on client-related and administrative matters.
• Support the Client Services team with regulatory and compliance-related documentation and processes.
• Provide support on internal projects and process improvements within Client Services and the Zurich office.
• Maintain confidentiality and handle sensitive client and company information with discretion.
• Availability: 5 days per week, with physical presence in the office on at least 4 days.

Skills, Knowledge and Expertise

• Up to 2 years’ experience of working within Wealth Management operations or wider Financial Services is preferable
• Commercial training or equivalent professional education; experience in banking or financial services is an advantage.
• Strong organisational skills and attention to detail, with the ability to manage multiple priorities and deadlines.
• Good IT skills and confidence using MS Office, particularly Word, Excel, PowerPoint and Outlook.
• Fluency in English and strong German skills (C1 level), both written and spoken. Additional languages are an advantage.
• Client-oriented and service-minded, with a professional and confident approach to telephone and personal contact.
• Proactive, reliable & committed working style, with the ability to work independently while being a strong team player.
• Professional appearance and discretion when dealing with clients and confidential information.