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.

To learn more visit alti-global.com.

AlTi is looking for a Client Service Associate to join our team in our Dallas office. As a Client Service Associate, this person will work to provide a range of services to the Firm’s 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 journals
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 experiential backgrounds.

AlTi Global

Client Service Associate

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AlTi Global

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