Associate, Private Wealth Client Services

Cresset Capital • Minnetonka, MN

19h • Onsite

About The Position

Cresset is 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.

Requirements

• Bachelor’s degree in Finance, Business, Accounting, or related field
• 2+ years of experience in financial services, ideally supporting high-net-worth clients
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• 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 solve problems
• Proficiency in Microsoft Office

Nice To Haves

• familiarity with Salesforce, Addepar, or custodial platforms is a plus
• A utility player who thrives in a team environment
• Naturally organized and proactive
• Calm under pressure and responsive to client needs
• Interested in building long-term career in wealth management

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

Benefits

• medical
• dental
• vision
• life insurance
• 401(k) retirement plan
• health savings accounts
• short and long-term disability insurance
• voluntary critical and accident insurance
• pre-tax parking and transportation programs
• equity in Cresset

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level