UHNW Client Service Analyst

AlTi Tiedemann Global; Wilmington (DE); On-site; USD 55,000 - 75,000; Full time

Job summary

AlTi Tiedemann Global is seeking a Client Service Analyst to join our Wilmington office. You will work with the Client Operations team to service UHNW clients, support Advisors on new and existing accounts, and prepare paperwork and brokerage-related documents.

The role emphasizes accuracy, teamwork, and a client-first approach, with opportunities for professional growth in a global wealth and advisory firm that values collaboration and excellence.

Qualifications

• Bachelor's degree in Finance or Business is preferred.
• 0-3 years’ experience within financial services.
• Motivated with a desire to learn and grow professionally.
• High attention to detail and ability to work in a fast-paced team.
• Advanced Microsoft Office skills (Excel, PowerPoint) are essential.
• Willingness to travel to domestic office locations as needed.

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

Attention to detail

Team collaboration

Willingness to learn

Travel flexibility

Education

Bachelor’s degree – Finance or Business preferred

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

AlTi Tiedemann Global is seeking a Client Service Analyst to join our Wilmington office. You will work with the Client Operations team to service UHNW clients, support Advisors on new and existing accounts, and prepare paperwork and brokerage-related documents.

The role emphasizes accuracy, teamwork, and a client-first approach, with opportunities for professional growth in a global wealth and advisory firm that values collaboration and excellence.