Client Services Analyst

Client Services Analyst – TIG Advisors, LLC / AlTi Tiedemann Global

Join us as a Client Services Analyst in our Wilmington office. This role will provide a range of services to the Firm’s East Coast Region Ultra High Net Worth (UHNW) clients and will offer long‑term career development and growth opportunities.

AlTi Tiedemann Global ("AlTi") is a NASDAQ‑listed global wealth and investment advisory firm partnering with the world’s most discerning families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets with a network of ~450 professionals across three continents.

• Partner with assigned Client Service Team to service the Firm’s UHNW clients.
• Support Advisors with new and existing client accounts and provide ongoing client service.
• Prepare new account paperwork, contracts, and subscription agreements.
• Facilitate the opening and closing of accounts, including SMAs and brokerage.
• Manage cash and security movements including deposits, withdrawals, gifting, wires, and journals.
• Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed correctly.
• Analyze and review billing for accuracy.

• Bachelor’s degree – Finance or Business preferred.
• 0‑3 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.
• Ability to travel to domestic office locations as needed.

Wilmington, United States of America

Client Operations

Permanent

Full time

Hybrid

Email: ste
Phone: 212‑396‑5900