Client Service Associate - Dallas

AlTi Global, Inc.; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global in Dallas seeks a Client Service Associate to support UHNW clients through the Firm’s Client Operations team. You will help maintain data accuracy, manage client documentation, and collaborate with custodians and internal operations to ensure requests are processed correctly.

Responsibilities include preparing account paperwork, managing openings and closings (including SMA’s and brokerage), overseeing cash and security movements, and reviewing billing for accuracy.

Qualifications

• Bachelor’s degree in Finance or Business preferred.
• 5–7 years’ experience within financial services, preferably Wealth Management.
• 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 Excel, Adobe Acrobat, and PowerPoint.

Responsibilities

• Partner with assigned Client Service Teams to service UHNW clients.
• Ensure data accuracy and documentation adequacy through monitoring of internal systems.
• Coordinate with custodians and Operations to process requests correctly.
• Prepare new account paperwork, contracts, and subscription agreements.
• Manage opening and closing of accounts, including SMA’s and brokerage.
• Handle cash and security movements—deposits, withdrawals, gifting, wires, journals.
• Review billing for accuracy.

Skills

Attention to detail

Team collaboration

Education

Bachelor’s degree – Finance or Business

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

Client Service Associate

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 Associate to join our team in our Dallas office. As a Client Service Associate, 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 expand.

Key Responsibilities

• Partner with assigned Client Service Teams 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
• Prepare new account paperwork, contracts, and subscription agreements
• Manage 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
• Analyze and review billing for accuracy

Qualifications

• Bachelor’s degree – Finance or Business preferred
• Minimum of 5-7 years’ experience within financial services, preferably Wealth Management
• 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.