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Senior Private Wealth Client Services | UHNW Onboarding

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Cresset
Full Time position Listed on 2026-11-09
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 120000 - 190000 USD Yearly USD 120000.00 190000.00 YEAR

Job Description & How to Apply Below

Cresset is seeking an Associate Director, Private Wealth Client Services in Atlanta to lead client onboarding and ongoing relationship management for high net worth clients. You will collaborate with portfolio managers to implement private banking strategies and ensure exceptional client service.

The role requires 5+ years in financial services with UHNW clients, strong communication, and proficiency with custodial platforms.

We would love to welcome a new Senior Private Wealth Client Services | UHNW Onboarding to our team in Atlanta, GA, United States.

Join us at Cresset as our next Senior Private Wealth Client Services | UHNW Onboarding in Atlanta, GA, United States.

We are currently recruiting a Senior Private Wealth Client Services | UHNW Onboarding for our team in Atlanta, GA, United States.

This is an excellent position to take on the Senior Private Wealth Client Services | UHNW Onboarding role at Cresset.

Position Requirements

10+ Years work experience
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