ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

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.

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 among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

We are seeking an Associate, Private Wealth Client Services to support a collaborative team of

advisors serving a select group of high-net-worth families. This individual will play a critical role in managing day-to-day client service needs, coordinating complex operational matters, and delivering a high-touch client experience.

This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients while gaining exposure to all aspects of wealth management.

Key Responsibilities

- Serve as a point of contact for client service and operational needs, delivering a responsive, high-quality experience

- Support client onboarding, including account setup, asset transfers, and coordination of required documentation

- Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)

- Coordinate cash movements, distributions, capital calls, charitable gifts, and other transactions with custodians and banking partners

- Maintain accurate client records in Salesforce and support reporting needs

- Organize and manage client documentation, including tax and legal materials

- Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience

- Assist advisors with meeting preparation, follow-ups, and ad hoc client requests

- Take ownership of team initiatives and coordination, including driving key projects, facilitating weekly team meetings, and coordinating internal and external meetings

- Proactively anticipate client and advisor needs, track outstanding items, and drive requests through completion

- Identify opportunities to improve client service processes, workflows, and team efficiency

What Sets This Role Apart

- Meaningful, direct exposure to experienced advisors and sophisticated client situations

- Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships

- A clear path to take on increasing responsibility over time, based on performance and initiative