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Client Service Associate

Tiedemann Advisors, LLC

Wilmington, USA

Full-time

Senior · 5+ years experience

Hybrid

Discovered Yesterday

Microsoft OfficeAdobe Acrobat

Free

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Key skills for this role

Microsoft OfficeAdobe Acrobat

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

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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