Associate, Private Wealth Client Services
CressetHighlight
Summary
About the Role
About You
- Bachelor's degree in Business, Finance, Economics, Accounting, or a related field (not required).
- 1-4 years of experience in financial services, working with high-net-worth clients.
- Strong client service mindset with excellent professional written and verbal communication skills.
- Ability to manage multiple priorities in a dynamic, high-energy environment.
- Proficiency in financial platforms such as Salesforce, Microsoft Office, Addepar, and custodial platforms like Pershing, Fidelity, and Schwab.
- Proactive approach to problem-solving with creativity and innovation.
Benefits
- Competitive compensation package including an annual incentive.
- Comprehensive benefits package including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, and voluntary critical and accident insurance.
- Equity in Cresset for all employees.
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. *Disclosures related to awards, recognitions, and rankings available here: https://cressetcapital.com/disclosures/ Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.