Associate/Associate Director, Private Wealth Client Services

Description

About Cresset 

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $65 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.

Who you would be working with:

The team at Cresset is a San Francisco-based wealth advisory group that delivers a full-service family office experience to high-net-worth and ultra-high-net-worth clients. Led by two Managing Directors, the six-person team brings decades of experience and manages approximately $2 billion in client assets across 120 relationships. They take a deeply integrated, multi-generational approach to wealth management, providing comprehensive family office services that combine institutional-level resources with a high-touch, boutique experience.

At the core of the team’s approach is a holistic, goals-based wealth strategy that coordinates all aspects of a client’s financial life. The team acts as a family’s personal CFO, integrating investment management, tax planning, estate structuring, philanthropy, and liquidity event preparation. They collaborate closely with clients' attorneys, accountants, and trustees to develop cohesive, long-term strategies that preserve and grow wealth across generations.

Beyond investment management, the team provides family education, succession planning, and governance solutions to help younger generations prepare for responsible wealth stewardship. Their access to private investments, lending solutions, and complex financial structures makes them a trusted partner for entrepreneurs, multi-generational families, and executives seeking an integrated, seamless and sophisticated wealth management experience.

Role Overview

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.

Key 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.

Beyond the core responsibilities, the Associate will support key initiatives, ad hoc projects, and other efforts at both the Advisor team and firm levels.

Qualifications

Qualifications/Expectations

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

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $80,000 - $120,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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. Aligning employee and organizational interests, all employees receive equity in Cresset.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Salary : $80,000 - $120,000