Associate, Private Wealth Client Services

Cresset Capital•Chicago, IL

12h•Onsite

About The Position

The Associate, Private Wealth Client Services plays a key role in delivering exceptional experiences for high-net-worth and ultra-high-net-worth individuals. This position serves as a primary contact for clients, supporting wealth advisors in providing superior customer service, relationship management, account administration, and operational execution. Beyond the core responsibilities, the Associate will support key initiatives, ad hoc projects, and other efforts at both the Advisor team and firm levels.

Requirements

1-4 years of experience in financial services, working with high-net-worth clients.
Excitement for the opportunity to showcase your work ethic and drive on an established and growing team.
Strong client service mindset with excellent professional written and verbal communication skills.
Operate in a dynamic, high-energy environment while managing multiple priorities.
Ability to work on multiple projects with a strong sense of urgency, organization, responsiveness and flexibility to adapt to changing priorities.
High standards for yourself and the details.
Believe that no task is too small to tackle.
Proactive approach to solving problems with creativity, innovation, and tenacity.
Comfortable voicing your opinion and taking the initiative to help move the team forward.

Nice To Haves

Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field, but not required.
Proficiency in financial platforms such as Salesforce, Microsoft Office, Addepar, and custodial platforms like Pershing, Fidelity, and Schwab is a plus.

Responsibilities

Communicate directly with high-net-worth clients, providing operational support for their investment accounts
Manage cash and asset transfers and related paperwork, ensuring timely and accurate execution
Facilitate new client onboarding by compiling documentation, setting up new accounts and processing account transfers
Process account maintenance requests such as address changes, interested party access, signer updates, account closures
Prepare client subscription and redemption documents related to alternative investments
Organize and maintain client documents and reports in Box folders, gathering necessary documents such as tax and legal agreements
Liaise between clients and internal/external professionals (CPAs, attorneys) to ensure a consistent and positive client experience
Provide general team support such as assisting in client meeting preparation and team marketing efforts
Identify opportunities to improve team processes and enhance client experiences