Client Service Analyst

AlTi Global, Inc.; Dallas (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

AlTi Global, Inc. in Dallas is seeking a Client Service Analyst to support the UHNW client base. You will collaborate with the Client Service Team to manage accounts, complete paperwork, and coordinate with custodians and operations to ensure accurate processing and billing.

The role emphasizes attention to detail, readiness to learn, and the ability to travel domestically. A finance or business degree and up to 3 years in financial services are preferred.

Qualifications

• Bachelor’s degree in Finance or Business required.
• 0-3 years’ experience within financial services.
• Strong attention to detail and ability to work in a fast-paced team.
• Advanced MS Office skills including Excel, Adobe Acrobat, and PowerPoint.
• Willingness to travel to domestic office locations as needed.

Responsibilities

• Partner with assigned Client Service Team to service UHNW clients.
• Support Advisors with new and existing client accounts and provide ongoing client service.
• Prepare new account paperwork, contracts, and subscription agreements.
• Facilitate opening and closing of accounts including SMAs and brokerage.
• Manage cash and security movements including deposits, withdrawals, gifting, wires, and journals.
• Coordinate with custodians and internal Operations teams to ensure requests are processed correctly.
• Analyze and review billing for accuracy.

Skills

Attention to detail

Team collaboration

Learning mindset

Education

Bachelor’s degree – Finance or Business

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

Client Service Analyst

Department: Client Operations

Employment Type: Full Time

Location: Dallas

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.

AlTi is looking for a Client Service Analyst to join our team in our Dallas office. As a Client Service Analyst, this person will work to provide a range of services to the Firm’s 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

Skills, Knowledge and Expertise

• 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

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.