Job Details
AlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm s West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand.
Job Responsibilities
- Partner with assigned Client Servicing Associates 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
- Assist with Portfolio rebalancing (document preparation, money movements)
- Prepare new account paperwork, contracts, and subscription agreements
- Manager 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
- Assist with presentations and proposals using Microsoft PowerPoint and Excel
- Analyze and review billing for accuracy
Qualifications
- Bachelor's degree Finance or Business preferred
- Minimum of 4-5 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
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.