WilmingtonDERecruiter Since 2001
the smart solution for Wilmington jobs

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


CDL A Team Truck Drivers
Description: Job DescriptionTeam Drivers: HUGE 30,000 Sign-On Bonus/split with TONS
Company: U.S.Xpress
Location: Lancaster
Posted on: 02/25/2021

OTR CDL-A Company Driver: New Trucks, 53¢ per mile
Description: Job Description: HIRING Solo CDL-A Company Drivers OTR/Long Haul Routes Pros start at 53 cent per mile - Experts earn up to 60 cent per mile Call us today at 866 995-0537 Or apply online below Artur (more...)
Company: Artur Express
Location: Lancaster
Posted on: 02/25/2021

Gutter Installer
Description: The Company Accurate Insulation is part of the Installed Building Products IBP family of companies. They form part of the second largest insulation installers serving the U.S. residential new construction (more...)
Company: Installed Building Products
Location: Lancaster
Posted on: 02/25/2021


CDL-A Teams: NEW $30,000 SIGN ON BONUS/SPLIT!
Description: Job DescriptionTeam Drivers: HUGE 30,000 Sign-On Bonus/split with TONS
Company: U.S.Xpress
Location: Lancaster
Posted on: 02/25/2021

Courier
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: Levittown
Posted on: 02/25/2021

CDL-A Company OTR and Regional Drivers - Great Pay!
Description: Job Description Opportunities Available for Company DriversBenefits50
Company: Guaranteed Transport Service, LLC
Location: Levittown
Posted on: 02/25/2021

High Demand For Quality Carpenters - Get New Clients In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Levittown
Posted on: 02/25/2021

OTR CDL A TRUCK DRIVERS Up to 1200 weekly - 1000 Sign On Bonus
Description: br br OTR CDL A TRUCK DRIVERS Up to 1200 weekly 1000 Sign On Bonus br br Apply Online Below or Call the recruitment team today at 888 900-9685 br br Elberta is seeking professional (more...)
Company: Elberta
Location: Lancaster
Posted on: 02/25/2021

CDL A Truck Drivers Great Pay & Benefits
Description: You Deserve More As An Experienced CDL A Driver. Drivers with 3 Months experience and a Class A CDL are in high demand across the nation. Now is the time to look and se what opportunities
Company: TRKDRVR.com
Location: Levittown
Posted on: 02/25/2021

CDL Class A Driver
Description: Refrigerated food storage company located in Elizabethtown PA hiring a CDL Class A Driver. We offer paid Holidays,
Company: Finish Line Express
Location: Lancaster
Posted on: 02/25/2021

Log In or Create An Account

Get the latest Delaware jobs by following @recnetDE on Twitter!

Wilmington RSS job feeds