ASSOCIATE PRIVATE WEALTH CLIENT SERVICES

Cresset Capital•Chicago, IL

1d•$80,000 - $10,000•Onsite

About The Position

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.

Requirements

Bachelor’s degree required; Finance, Business, Accounting, Economics or related coursework a plus
2-4 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 solve problems
Sound judgment, resourcefulness, and a proactive approach to identifying and resolving client service issues
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 collaborative 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 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