UHNW Client Service Specialist

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

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.