Director, Family Office Service - Client Service Associate

Director, Family Office Client Service

Position Summary

The Director, Family Office Client Service is responsible for day-to-day administrative support, assisting with client prospecting and onboarding, maintaining accurate data in Salesforce, and a range of client-facing and operational initiatives. The ideal candidate is detail‑oriented, service‑minded, and eager to grow within a fast‑paced multifamily office environment.

• Prepare meeting agendas, track action items, and coordinate follow‑ups.
• Organize digital files, templates, and knowledge‑base resources.
• Schedule internal/external meetings as needed.
• Assist the Family Office Services Relationship Management team with prospecting and onboarding new clients, coordinating with Wealth Advisors and other Client Service Associates.
• Prepare meeting materials and Client Engagement Agreements, ensuring necessary onboarding steps are completed.
• Enter and update client records, milestones, and usage metrics.
• Generate standard and ad‑hoc reports for leadership dashboards.
• Perform routine data‑quality audits to ensure accuracy.
• Manage and update Salesforce records related to PPLI accounts; coordinate and track commitments to private investment opportunities within the PPLI platform; maintain and organize investment reports and related client deliverables.
• Coordinate logistics for webinars, office‑hours, and advisor training sessions; identify opportunities to streamline tasks; work with service leads to ensure consistent processes.
• Contribute to SOP documentation, team knowledge‑sharing, marketing updates, and other ad‑hoc projects.

• Education
  :
  Bachelor’s degree in Business, Finance, or a related field.
• Experience
  : 3–5 years in client services, operations, or administrative support—ideally in wealth or financial services.
• Technical Proficiency
  :
  Familiarity with Salesforce and proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Soft Skills
  :
  Client‑service mindset; attention to detail; organizational skills; strong verbal and written communication; adaptability; team player.
• Other Requirements
  :
  Discretion and confidentiality with sensitive client information; occasional travel may be required.

Competitive base salary of $95,000–$110,000 per year, an annual incentive, and a comprehensive benefits package including medical, dental, vision, life insurance, a 401(k) retirement plan, health savings accounts, disability insurance, and transportation programs.

Cresset ensures equal employment opportunity for all employees and applicants without regard to race, color, religion, sex, pregnancy, national origin, age, disability, veteran status, uniformed service member status, sexual orientation, gender identity, or any other protected characteristic. Cresset complies with applicable laws regarding employment of persons with disabilities, including reasonable accommodation.