Analyst, Client Service

Job Description

Tiedemann Advisors is looking for an Analyst to join our centralized Client Service team in our Delaware office. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.

• Partner with assigned Client Service Associates to service the firm’s Ultra High Net Worth Clients (UHNW).
• Interact with the Firm’s centralized Operations teams.
• 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.
• Manage the opening and closing of accounts – this includes SMA’s and brokerage.
• Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.
• Assist with presentations and proposals using PowerPoint and Excel.
• Analyze and review billing for accuracy.
• Continually monitor and update Client database and portfolio/account management applications, which includes Salesforce and Addepar.

Qualifications

• Bachelor’s Degree is required – Finance or Business preferred.
• 6 months to 1-year professional experience preferred (co-op/internship accepted).
• Client experience preferred.
• 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.
• Proficiency in Microsoft Office.

Additional Information

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