Associate, Client Service

Associate, Client Service

18 Sep 2024
Delaware, Usde 00000 Usde USA

Associate, Client Service

Vacancy expired!

Job Description

Tiedemann Advisors is looking for an Associate 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.

Job Responsibilities

  • 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 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, this includes Salesforce, Addepar, Black Diamond.

Qualifications

  • Bachelor’s Degree is required – Finance or Business preferred.
  • Minimum of 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.

Additional Information

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

Job Details

  • ID
    JC4831758
  • State
  • City
  • Job type
    Full-time
  • Salary
    N/A
  • Hiring Company
    Tiedemann Advisors
  • Date
    2020-09-18
  • Deadline
    2020-11-17
  • Category

Jocancy Online Job Portal by jobSearchi.