UHNW Wealth Client Services Analyst

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 Analyst to join the Client Operations team and support the East Coast UHNW client base with high-touch service and accurate account administration.

You will prepare new account paperwork, assist with accounts and subscriptions, and coordinate with custodians and internal operations to ensure seamless processing while building foundational expertise in wealth management.

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 and ability to work in 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

Attention to detail

Strong teamwork

Motivation to learn

0-3 years' experience in financials

Education

Bachelor’s degree – Finance or Business preferred

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

AlTi Tiedemann Global in Wilmington, DE, is seeking a Client Service Analyst to join the Client Operations team and support the East Coast UHNW client base with high-touch service and accurate account administration.

You will prepare new account paperwork, assist with accounts and subscriptions, and coordinate with custodians and internal operations to ensure seamless processing while building foundational expertise in wealth management.