Analyst, Client Service

Analyst, Client Service

Vacancy expired!

Job Description

Tiedemann Advisors is looking for a 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 Servicing Associates to service the firm's UHNW Clients.
• 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 re-balancing (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.
• Handle KYC profile and searches.
• 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.
• Prepare performance reports.
• Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond.

Qualifications

• Bachelor’s Degree is required – Finance or Business preferred.
• Minimum of 6 months / 1-year experience (Co-op/Internship accepted) within financial services, coming out of a client servicing role with interaction with HNW clients.
• 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.

Additional Information

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