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UHNW Client Service Specialist
Job in
Smyrna, Kent County, Delaware, 19977, USA
Listed on 2026-07-10
Listing for:
Pomona College
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Business Administration
Job Description & How to Apply Below
AlTi Tiedemann Global currently seeks a Client Service Associate to join our Delaware office, supporting UHNW West Coast clients. The role emphasizes precise data management, contract preparation, and seamless coordination with custodians and operations.
The ideal candidate will bring a finance/business background with 5–7 years in financial services, strong Excel/PowerPoint skills, and a collaborative, detail-oriented mindset to thrive in a fast-paced team.
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