Analyst, Client Service, DE

Company: Tiedemann Advisors
Location: Wilmington
Posted on: February 25, 2021

Job Description:

Company DescriptionTiedemann Advisors is 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 $20 billion in assets.Job DescriptionTiedemann Advisors is looking for an 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 Service Associates to service the firm's Ultra High Net Worth Clients (UHNW).* 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, which includes Salesforce and Addepar.Qualifications* Bachelor's Degree is required - Finance or Business preferred.* 6 months to 1-year professional experience preferred (co-op/internship accepted).* Client experience preferred.* 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.* Proficiency in Microsoft Office.Additional InformationApplications are strongly encouraged from candidates reflecting diverse educational, cultural and experiential backgrounds.

Keywords: Tiedemann Advisors, Wilmington , Analyst, Client Service, DE, Professions , Wilmington, Delaware