UHNW Client Services Specialist

AlTi Tiedemann Global; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

AlTi Tiedemann Global in New York seeks a Client Service Associate to join our Client Operations team. You will support UHNW clients, manage account paperwork, and coordinate with custodians and internal teams to ensure accurate data and timely processing.

This role offers long-term career development within a growing global wealth firm that values collaboration and a client-centric approach to wealth management.

Qualifications

• Bachelor's degree in Finance or Business preferred.
• 5-7 years' experience in financial services, preferably Wealth Management.
• Motivated with a desire to learn and grow professionally.
• High attention to detail with the ability to work in a collaborative, fast-paced team.
• Advanced Microsoft Office skills with emphasis on Excel, Adobe Acrobat, and PowerPoint.

Responsibilities

• Partner with assigned Client Service Teams to service UHNW clients.
• Maintain data accuracy and documentation adequacy in internal databases.
• Coordinate with custodians and Operations teams to process requests.
• Prepare new account paperwork, contracts, and subscription agreements.
• Manage opening and closing of accounts including SMA's and brokerage.
• Manage cash and security movements (deposits, withdrawals, wires, journals).
• Analyze and review billing for accuracy.

Skills

Client service

Data accuracy

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance or Business

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

AlTi Tiedemann Global in New York seeks a Client Service Associate to join our Client Operations team. You will support UHNW clients, manage account paperwork, and coordinate with custodians and internal teams to ensure accurate data and timely processing.

This role offers long-term career development within a growing global wealth firm that values collaboration and a client-centric approach to wealth management.