ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Cresset Capital • Menlo Park, CA

7d • 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.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field, but not required.
• 0–3 years of experience in financial services, wealth management, or a related field
• 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

• Proficiency in financial platforms such as Salesforce, Microsoft Office, Addepar, and custodial platforms like Pershing, Fidelity, and Schwab is a plus.

Responsibilities

• Serve as a day-to-day support contact for client inquiries, ensuring timely and professional responses
• Support senior team members in maintaining strong client relationships through proactive communication and follow-up
• Process client requests such as wires, journals, distributions, and account updates with a high degree of accuracy
• Assist with client onboarding, including account opening, documentation, and account transfers
• Prepare and review account paperwork to ensure completeness and accuracy prior to submission
• Process account maintenance requests such as address changes, interested party access, signer updates
• Support cash management activities and monitor account activity to ensure timely execution with a high degree of accuracy
• Assist with subscription and redemption documentation for alternative investments
• Liaise between clients and internal/external professionals (CPAs, attorneys) to ensure a consistent and positive client experience
• Identify opportunities to improve processes and enhance the client experience
• Support internal initiatives and team projects that promote efficiency and scalability

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree