Client Services Associate

Company Description

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 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.

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 expand.

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