Client Accountant

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

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We are looking for a Client Accountant who will work to provide high level service and support to both our clients and wealth management teams. As a valued member of the Firm’s Family Office Services Team, you will directly support team members by processing the general client cash and accounting activity as well as support the Client Service Team with account related administration.

This includes preparing month-end / year-end closing and periodic financial reporting, coordination of bill payment with the A/P Specialist, accounting for client trusts and entities, reconciling investment accounts, and maintaining client books of record other sources of records where applicable. The ideal candidate will enjoy setting aggressive goals, thrive in a fast-moving environment and be accountable for delivering results.

We are looking for a Client Accountant who will work to provide high level service and support to both our clients and wealth management teams. As a valued member of the Firm’s Family Office Services Team, you will directly support team members by processing the general client cash and accounting activity as well as support the Client Service Team with account related administration.

This includes preparing month-end / year-end closing and periodic financial reporting, coordination of bill payment with the Client Accounting Analyst, accounting for client trusts and entities, reconciling investment accounts, and maintaining client books of record other sources of record where applicable. The ideal candidate will enjoy setting aggressive goals, thrive in a fast-moving environment and be accountable for delivering results.

• Maintain personal accounts and financial records for clients
• Prepare vouchers, invoices, checks, account statements, financial reports and other records and review for accuracy
• Request and document required approvals in a timely and professional manner for invoices, bills and other related financial items from client and client representatives
• Ensure timely routing and review of invoices to accounts payable processing
• Monitor client cash balance and ensure adequate liquidity for operating expenses
• Record and verify details of trust, personal, and business transactions, such as funds received and disbursed, transfers of assets and updated values/ownerships
• Perform regular balance sheet reconciliations, per client needs
• Consistently meet processing and reporting deadlines
• Reconcile investment statements and record appropriate transactions in the general ledger
• S…