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.

Proudly owned by our clients and employees, 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 and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Role Overview

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 delivering a high-touch client experience while gaining exposure to all aspects of wealth management.

This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.

Key Responsibilities

• Serve as a primary 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, 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

What Sets This Role Apart

• Direct exposure to experienced advisors and sophisticated client situations
• Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
• A clear path to take on increasing responsibility over time, based on performance and initiative