Client Services Associate

Associate, Client Services | London Company Description AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c. 400 professionals across three continents. Whether our clients are individuals or institutions, foundations or family-led businesses, we offer a connected ecosystem of advice, solutions and innovative investment opportunities from across our global network. 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. 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. As a growing global firm with offices in 20 major financial centers, 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. To learn more visit alti-global.com . Job Responsibilities

• The role is a hybrid function between trade execution, middle office and client reporting support for the firm’s Wealth Management division.
• Assist the Wealth Management team in the execution of trades on client portfolios (which are custodied at the leading private banks including BNY Pershing, Lombard Odier, Pictet etc)
• Dealing with sophisticated clients in resolution of operational issues, portfolio queries and execution of financial transactions including FX, forwards, equity funds, fixed income, hedge funds and private equity
• Input into the firm’s portfolio management system (Addepar) to ensure accuracy
• Assisting in portfolio valuations and client reports ensuring that they are produced in an accurate and timely manner
• Interacting with the firm’s custodians and clients (UHNW individuals, family offices and semi-institutional clients) by providing an excellent client experience on a day-to-day basis.
• Ensuring that incoming client requests are dealt with promptly and through close coordination with relationship managers and investment professionals.
• Be a key liaison with custodian banks for account-opening processes for clients, taking account of the custodian specific and local regulatory requirements.
• Supporting relationship managers with KYC information gathering where required and updating documents when needed in liaison with custodian banks.
• Ensuring close follow-up of documentation requirements (KYC and investment suitability appropriateness information) by contacting clients in coordination with the relationship managers.
• Supporting relationship managers and investment professionals with the preparation of client portfolio reviews and investment proposals / marketing presentations.

• University degree preferably in a STEM / numerate subject with prior experience in similar role within wealth and/or asset management.
• 3+ years’ experience working as an associate or similar in a family office, private wealth management, private bank or similar financial institution
• Experience in trade execution for a wide range of asset classes including third party funds, fixed income, FX hedging, forwards etc for complex client portfolios over multiple custodial platforms is highly advantageous
• Good investment knowledge with a good understanding of all types of financial instruments including funds (onshore and offshore), fixed income, private equity, hedge funds and F/X forwards
• An understanding of the trade cycle, cash management and settlement process
• Highly numerate with advanced Excel and technical skills
• Experience of portfolio management systems and expertise in Addepar is advantageous
• Practical, collaborative and possess a 'can-do' approach with an ability to support a culture of excellence across the firm
• Problem solving mentality, detailed orientated with a propensity to action to see the job through to completion
• Knowledge of corporate accounts, corporate trusts, personal trusts, pension and SIPP’s accounts
• Knowledge of FCA compliance procedures and other regulatory requirements
• Relevant professional qualifications (CFA, IMC, IMD etc) are considered highly favourably