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

Qualifications

• Bachelor’s degree required; Finance, Business, Accounting, Economics or related coursework a plus
• 2-4 years of experience in financial services, ideally supporting high-net-worth clients
• Exceptional attention to detail
• Strong organizational and prioritization skills, with the ability to manage multiple client requests and deadlines simultaneously
• Strong written and verbal communication skills, including the ability to communicate clearly and professionally with clients, advisors, custodians, CPAs, attorneys, and other professional partners
• High level of professionalism, discretion, and client service orientation
• Clear communicator with strong written and interpersonal skills
• Self-starter with a willingness to take ownership and solve problems
• Sound judgment, resourcefulness, and a proactive approach to identifying and resolving client service issues
• Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are

• A utility player who thrives in a team collaborative environment
• Naturally organized and proactive
• Calm under pressure and responsive to client needs
• Interested in building long-term career in wealth management

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority.  Starting base salary is $80,000 - $100,000.  Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

*Disclosures related to awards, recognitions, and rankings available here.

*Barron's Top 100 RIA Firms (issued 09.2026). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Barron's award logos.

**Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.