Private Wealth Client Services Leader
Listed on 2026-10-06
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Finance & Banking
Wealth Management -
Management
Wealth Management
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing administrative and private banking needs for high net worth clients. You will serve as a primary client contact and collaborate with a portfolio manager to drive retention and growth through a superior client experience.
Responsibilities include onboarding, onboarding customization for UHNW clients, asset transfers, strategy implementation, and coordination with CPAs/attorneys.
This opportunity is for the Private Wealth Client Services Leader role at Cresset.
This position is for the Private Wealth Client Services Leader role at Cresset.
We are seeking a motivated Private Wealth Client Services Leader to join Cresset in Atlanta, GA, United States.
Consider building your career as a Private Wealth Client Services Leader at Cresset.
The Private Wealth Client Services Leader position in the Management & Operations field is open for applications.
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