05 Apr
Associate, Client Service
Delaware, Wilmington , 19801 Wilmington USA

Job Description

Tiedemann Advisors is looking for an Associate to join our centralized Client Service team in our Delaware office. The Associate will join the Client Service Team and 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 continue to expand.

Job Responsibilities

  • Partner with assigned Client Servicing Associates 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
  • Assist with Portfolio rebalancing (document preparation, money movements)
  • 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 journals
  • Assist with presentations and proposals using Microsoft PowerPoint and Excel
  • Analyze and review billing for accuracy

Qualifications

  • Bachelor’s degree – Finance or Business preferred
  • Minimum of 4-5 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 work 9:30 AM – 6:30 PM (with 1 hour lunch break)

Additional Information

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


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