UHNW Client Services Associate | Wealth Management

AlTi Tiedemann Global; Wilmington (DE); On-site; USD 65,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global in Wilmington, DE, is seeking a Client Service Associate to support UHNW client relationships within our Client Operations team. This full-time role focuses on ensuring accurate data, timely processing, and professional service.

The ideal candidate has 5–7 years in financial services, a Finance or Business degree, and advanced Excel, PowerPoint, and Acrobat skills. You will collaborate across custodians and internal teams to deliver precise, compliant service.

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.

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.

Skills

Attention to detail

Collaborative team work

Motivated to learn

Education

Bachelor’s degree – Finance or Business preferred

Tools

Excel

PowerPoint

Adobe Acrobat

Job description

AlTi Tiedemann Global in Wilmington, DE, is seeking a Client Service Associate to support UHNW client relationships within our Client Operations team. This full-time role focuses on ensuring accurate data, timely processing, and professional service.

The ideal candidate has 5–7 years in financial services, a Finance or Business degree, and advanced Excel, PowerPoint, and Acrobat skills. You will collaborate across custodians and internal teams to deliver precise, compliant service.