Associate, Private Wealth Client Services
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Overview
Job Description
About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Role Overview
The Associate, Private Wealth Client Services plays a key role in delivering exceptional experiences for high-net-worth and ultra-high-net-worth individuals. This position serves as a primary contact for clients, supporting wealth advisors in providing superior customer service, relationship management, account administration, and operational execution.
Key Responsibilities
- Communicate directly with high-net-worth clients, providing operational support for their investment accounts
- Manage cash and asset transfers and related paperwork, ensuring timely and accurate execution
- Facilitate new client onboarding by compiling documentation, setting up new accounts and processing account transfers
- Process account maintenance requests such as address changes, interested party access, signer updates, account closures
- Prepare client subscription and redemption documents related to alternative investments
- Organize and maintain client documents and reports in Box folders, gathering necessary documents such as tax and legal agreements
- Liaise between clients and internal/external professionals (CPAs, attorneys) to ensure a consistent and positive client experience
- Provide general team support such as assisting in client meeting preparation and team marketing efforts
- Identify opportunities to improve team processes and enhance client experiences
Beyond the core responsibilities, the Associate will support key initiatives, ad hoc projects, and other efforts at both the Advisor team and firm levels.
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