Job Description

AlTi is looking for a Client Service Analyst to join our team in our Wilmington office. As a Client Service Analyst, this person will work to provide a range of services to the Firm’s West Coast Region 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 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

Qualifications

• Bachelor’s degree – Finance or Business preferred
• 0-3 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
• Ability to travel to domestic office locations as needed

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Job Tags

Similar Jobs