Client Services Specialist

1 week ago


Singapore AlTi Tiedemann Global Full time

Client Services Specialist - Wealth Management AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents. Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network. We foster a firmwide culture of collaboration and an entrepreneurial approach, believing 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. To learn more visit alti-global.com. Job Description We are seeking a seasoned, highly organized and proactive Client Services professional with a strong focus on day-to-day operational support. This role is critical in ensuring the seamless execution of routine client servicing tasks, independent handling of onboarding and cash management, and close coordination with Relationship Managers (RMs), Investment Team and custodian banks where our clients’ assets are held. Job Responsibilities Operational Support & Execution: Take ownership of the daily operational tasks supporting RMs, including transaction processing,



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