7 days old

Analyst, Client Service

Tiedemann Advisors
Wilmington, NC 28401
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.

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 Firms 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 SMAs 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.

  • Bachelors 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.

Company Description

Tiedemann Advisorsis an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Founded in 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Dallas, Aspen, Palm Beach, Portland and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $22billion in assets.


Posted: 2020-02-11 Expires: 2020-03-13

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Analyst, Client Service

Tiedemann Advisors
Wilmington, NC 28401

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