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 relationshipsA 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 plus2-4 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…