Delaware UHNW Client Service Associate - Wealth Management

AlTi Tiedemann Global; Wilmington (DE); On-site; USD 60,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global is seeking a Client Service Associate in our Delaware office to support UHNW clients through accurate data handling, documentation, and coordination with custodians and internal teams. This role emphasizes high-touch service and precise execution in a fast-paced environment.

Key responsibilities include preparing account paperwork, managing openings/closings (SMA’s and brokerage), and handling cash movements, while working closely with Client Service Teams to ensure

Qualifications

• Bachelor’s degree in Finance or Business preferred.
• 5–7 years’ experience in financial services, preferably Wealth Management.
• Attention to detail in a fast-paced team environment.
• Advanced Microsoft Office skills with emphasis on Excel, Acrobat and PowerPoint.

Responsibilities

• Partner with Client Service Teams to service UHNW clients.
• Maintain data accuracy and documentation in internal databases and applications.
• Coordinate with custodians and Operations to process requests correctly.
• Prepare new account paperwork, contracts, and subscription agreements.
• Manage account openings and closings including SMA’s and brokerage.
• Handle cash and security movements: deposits, withdrawals, gifting, wires, journals.
• Review billing for accuracy.

Skills

Client service

UHNW exposure

Data accuracy

Excel

PowerPoint

Education

Bachelor’s degree – Finance or Business preferred

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

AlTi Tiedemann Global is seeking a Client Service Associate in our Delaware office to support UHNW clients through accurate data handling, documentation, and coordination with custodians and internal teams. This role emphasizes high-touch service and precise execution in a fast-paced environment.

Key responsibilities include preparing account paperwork, managing openings/closings (SMA’s and brokerage), and handling cash movements, while working closely with Client Service Teams to ensure