Senior Private Wealth Client Services Director
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Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Cresset is seeking an Associate Director, Private Wealth Client Services 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. Atlanta-based, full-time with comprehensive benefits and growth opportunities.
Consider building your career as a Senior Private Wealth Client Services Director at Cresset.
As a Senior Private Wealth Client Services Director, you will play an important part at Cresset in Atlanta, GA, United States.
We invite applications for the Senior Private Wealth Client Services Director position located in Atlanta, GA, United States.
The following opening is for a Senior Private Wealth Client Services Director with Cresset.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).