UHNW Wealth Client Service Analyst — Dallas

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

Job summary

AlTi Tiedemann Global in Dallas seeks a Client Service Analyst to support Ultra High Net Worth clients. You will partner with the Client Service Team, process new account paperwork, contracts, and subscription agreements, and assist with account openings and closings.

The role emphasizes service accuracy, collaboration with custodians and operations, and the ability to travel to domestic offices as needed. A finance or business degree and 0–3 years in financial services are valued, with strong

Qualifications

• Bachelor’s degree in Finance or Business preferred.
• 0–3 years’ experience within financial services.
• 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.
• Ability 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

Motivated learning mindset

Team collaboration

Domestic travel availability

Fast-paced work style

Education

Bachelor’s degree – Finance or Business preferred

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

AlTi Tiedemann Global in Dallas seeks a Client Service Analyst to support Ultra High Net Worth clients. You will partner with the Client Service Team, process new account paperwork, contracts, and subscription agreements, and assist with account openings and closings.

The role emphasizes service accuracy, collaboration with custodians and operations, and the ability to travel to domestic offices as needed. A finance or business degree and 0–3 years in financial services are valued, with strong