UHNW Wealth Client Services Associate

AlTi Tiedemann Global; Wilmington (DE); On-site; USD 60,000 - 80,000; Full time

Job summary

A global wealth advisory firm in Delaware is seeking a motivated Client Service Associate. This role involves partnering with service teams to handle UHNW clients, ensuring data accuracy, and managing accounts. Qualified candidates should have a Bachelor's degree in Finance or Business and 5-7 years of experience in financial services. Applicants with diverse backgrounds are encouraged to apply for this opportunity to contribute to long-term client relationships and career growth.

Qualifications

• 5-7 years of experience within financial services, preferably Wealth Management.
• Motivated with a desire to learn and grow professionally.

Responsibilities

• Partner with assigned Client Service Teams to service UHNW clients.
• Accountability for client relationships; ensure data accuracy and documentation.
• Manage cash and security movements, including deposits and wires.

Skills

Attention to detail

Team collaboration

Advanced Microsoft Office skills (Excel, Adobe Acrobat, PowerPoint)

Education

Bachelor's degree in Finance or Business

Job description

A global wealth advisory firm in Delaware is seeking a motivated Client Service Associate. This role involves partnering with service teams to handle UHNW clients, ensuring data accuracy, and managing accounts. Qualified candidates should have a Bachelor's degree in Finance or Business and 5-7 years of experience in financial services. Applicants with diverse backgrounds are encouraged to apply for this opportunity to contribute to long-term client relationships and career growth.