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Client Service Associate
AlTi Tiedemann Global
Dallas, USA
Full-time
Senior · 5+ years experience
Hybrid
Discovered 2 weeks ago
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Key Skills for This Role
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Key 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
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
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