Director, FOS Client Service Associate

Cresset Capital • Chicago, IL

8h

About The Position

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. Position Summary Position: Director, Family Office Client Service Reports to: Managing Director, Head of Operations – Family Office Services Location: Chicago, San Francisco, Denver, Dallas, Minneapolis, Reston/D.C., New York, Atlanta, West Palm Beach Employment Type: Full Time Job Description The Director, Family Office Client Service is responsible for day-to-day administrative support, assisting with client prospecting and onboarding, maintaining accurate data in Salesforce, and a range of client-facing and operational initiatives. The ideal candidate is detail-oriented, service-minded, and eager to grow within a fast-paced Multifamily Office environment.

Requirements

• Bachelor’s degree in Business, Finance, or related field.
• 3-5 years in client services, operations, or administrative support—ideally in wealth or financial services.
• Familiarity with Salesforce.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Service‑oriented mindset a core focus on providing white-glove service to clients.
• Ensures accuracy in data entry, documentation, and reporting.
• Ability to manage multiple tasks and deadlines efficiently.
• Strong verbal and written communication skills; comfortable collaborating across departments.
• Thrives in a dynamic, fast-paced environment with changing priorities.
• Positive attitude and eagerness to learn; collaborates with and supports colleagues to achieve shared goals.
• Ability to maintain discretion and confidentiality with sensitive client information.
• Occasional travel may be required.

Responsibilities

• Prepare meeting agendas, track action items, coordinate follow‑ups.
• Organize digital files, templates, and knowledge‑base resources.
• Schedule internal/external meetings as needed.
• Assist Family Office Services Relationship Management team with prospecting and onboarding new clients, coordinating with Wealth Advisors, other Client Service Associates, and other Family Office Services team members.
• Assist with preparing meeting materials, Client Engagement Agreements, and ensuring necessary onboarding steps are completed.
• Enter and update client records, milestones, and usage metrics.
• Generate standard and ad‑hoc reports for leadership dashboards.
• Perform routine data‑quality audits to ensure accuracy.
• Managing and updating Salesforce records related to PPLI accounts to support transparency, compliance, and efficient client service delivery.
• Coordinating and tracking commitments to private investment opportunities within the PPLI platform, ensuring accurate documentation, timely execution, and seamless communication with the policy Administrators and/or Carriers.
• Maintaining and organizing investment reports, performance updates, and related client deliverables, ensuring all materials are saved, cataloged, and easily accessible for ongoing monitoring and client review.
• Coordinate logistics for webinars, office‑hours, and Advisor training sessions.
• Identify opportunities to streamline tasks and enhance efficiency.
• Work with service leads (e.g., Tax, Bill‑Pay, Insurance) to ensure consistent processes.
• Contribute to SOP documentation and team knowledge‑sharing.
• Assist with marketing updates and other ad-hoc projects.

Benefits

• Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees