What are the responsibilities and job description for the High Net Worth Client Service Specialist Cresset Position position at Cresset?
Required Skills and Qualifications
Qualifications include:
- Bachelor's degree in Business, Finance, or a related field.
- 10 years' financial services experience working with ultra-high net worth clients.
- Knowledge of Fidelity and Schwab custodial platforms a plus.
Key skills include problem-solving, strategic thinking, independence, multitasking, task prioritization, organization, collaboration, adaptability, information processing, attention to detail, confidentiality, and excellent communication skills.
