23 days old

Associate, Client Service

Tiedemann Advisors
Wilmington, NC 28401
Job Description

As a Client Service Associate, you will be responsible for supporting the firms Wealth Advisors and Investment professionals. You will also partner with the Operations team members to manage the needs of the Advisors client base and have an opportunity to be actively involved in projects as the firm continues to grow.

Job Responsibilities

  • Project management and support, including taking an active role in projects surrounding recent acquisitions the firms made.
  • Partner with Wealth Advisors 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 rebalancing (document preparation, money movements).
  • Prepare new account paperwork, contracts, and subscription agreements.
  • Monitor Client inquires and research and reply.
  • Manage the opening and closing of accounts this includes SMAs and brokerage.
  • Handle KYC profile and searches.
  • Work with Clients on tax document collection and organization.
  • 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 2 years experience within financial services, ideally coming out of a client servicing role with interaction with UHNW clients.
  • Motivated with a desire to learn and grow professionally.
  • 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 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 $19billion in assets.


Posted: 2019-08-26 Expires: 2019-09-26

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Associate, Client Service

Tiedemann Advisors
Wilmington, NC 28401

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