UHNW Client Service Analyst | Growth & Global Wealth

AlTi Global, Inc.; Wilmington, Northern (NC, KY); Hybrid; USD 48,000 - 62,000; Full time

Job summary

AlTi Tiedemann Global seeks a Client Service Analyst in Wilmington to support UHNW client accounts and work closely with Advisors. The role emphasizes accuracy, prompt service, and collaboration within the Client Operations team. Ideal candidates have a finance/business background and strong Excel/PowerPoint skills.

Join a global wealth firm focused on long-term client partnerships and growth opportunities across our 19 financial centers. Travel to domestic offices as needed is required.

Qualifications

• Bachelor’s degree in Finance or Business or equivalent is preferred.
• 0-3 years’ experience within financial services.
• Strong attention to detail and ability to work in a fast-paced team.
• Advanced Microsoft Office skills with emphasis on Excel, Adobe Acrobat, and PowerPoint.

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 custodians and internal Operations teams to ensure requests are processed
• Analyze and review billing for accuracy

Skills

Financial services experience

Attention to detail

Team collaboration

Travel flexibility

Education

Bachelor’s degree in Finance or Business

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

AlTi Tiedemann Global seeks a Client Service Analyst in Wilmington to support UHNW client accounts and work closely with Advisors. The role emphasizes accuracy, prompt service, and collaboration within the Client Operations team. Ideal candidates have a finance/business background and strong Excel/PowerPoint skills.

Join a global wealth firm focused on long-term client partnerships and growth opportunities across our 19 financial centers. Travel to domestic offices as needed is required.