Client Service Analyst
AlTi Tiedemann Global
Dallas, TX0–3 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 3 years · Bachelor's degree
- Must know
- Customer serviceOperationsExcelMicrosoft Office
- Work
- On-site in Dallas
- Pay
- Not stated by the employer.
- Skill demand
- Customer service80%Microsoft Office35%Operations20%Excel10%of 20 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 2026 · still open
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About the Role
AlTi Tiedemann Global is seeking a Client Service Analyst to join its team in Dallas. This role focuses on providing a range of services to the Firm’s Ultra High Net Worth (UHNW) clients and offers long-term career development and growth opportunities.
Key Responsibilities
- 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 and handled correctly.
- Analyze and review billing for accuracy.
Requirements & Tech Stack
- Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
- Ability to travel to domestic office locations as needed.
Qualifications
- 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.