<p>AlTi is a global wealth and strategic alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem of advice, solutions, and unique investment opportunities from across our global network. AlTi has over 450 employees and assets under advisement of $72 billion with access to substantial capital for further investments.</p> <p>We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.</p> <p>Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.</p> <p>As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.</p> <p>To learn more visit alti-global.com.</p> <p>AlTi is looking for a Client Service Analyst to join our team in our Wilmington office. As a Client Service Analyst, this person will work to provide a range of services to the Firm's West Coast Region Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand.</p> <p>Job Responsibilities</p> <ul> <li>Partner with assigned Client Service Team to service the Firm's UHNW clients </li><li>Support Advisors with new and existing client accounts and provide ongoing client service </li><li>Prepare new account paperwork, contracts, and subscription agreements </li><li>Facilitate the opening and closing of accounts including SMAs and brokerage </li><li>Manage cash and security movements including deposits, withdrawals, gifting, wires, and journals </li><li>Partner with the Firm's custodians and internal Operations teams to ensure requests are processed and handled correctly </li><li>Analyze and review billing for accuracy </li></ul> <p>Qualifications</p> <ul> <li>Bachelor's degree - Finance or Business preferred </li><li>0-3 years' experience within financial services </li><li>Motivated with a desire to learn and grow professionally </li><li>High attention to detail with the ability to work within a collaborative, fast paced team environment </li><li>Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint </li><li>Ability to travel to domestic office locations as needed </li></ul>