TIG Advisors, LLC · 1 month ago
Client Service Analyst
Wilmington, NC
Full-time
Hybrid
New Grad, Entry Level
0+ years expAlTi Tiedemann Global is a global wealth and investment advisory firm looking for a Client Service Analyst to join their Wilmington office. The role involves providing a range of services to Ultra High Net Worth clients, supporting Advisors with accounts, and managing various financial transactions.
Financial Services
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
Qualification
Required
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
Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint
Ability to travel to domestic office locations as needed
Preferred
Bachelor's degree – Finance or Business preferred
Company
TIG Advisors, LLC
TIG Advisors is a subsidiary of AlTi Tiedemann Global.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
Kudu Investment Management
2018-10-31Private Equity
Leadership Team
Barbara Warga
Chief Operating Officer
Mike Fastert
Chief Operating Officer/Chief Legal Officer
Recent News
London Stock Exchange
2025-10-23
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