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Associate, Private Wealth Client Services

3 months ago

San Francisco, United States Cresset Full time

About Cresset

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision 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 individuals and families a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning, and other services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management.


Cresset was founded in 2017 and has since expanded their offices throughout the country. The firm is frequently recognized for its excellence and currently ranks #9 on Barron’s list of the top 100 RIA firms.”


Cresset is seeking an Associate, Private Wealth Client Services, with experience serving high-net-worth and ultra-high-net-worth families. We are looking for an energetic professional skilled in managing a wide range of situations and addressing urgent matters promptly and effectively. As a key member of our wealth advisory team, we are looking for an Associate who will deliver a superior, white-glove experience for all client investment account maintenance needs.


Primary Responsibilities:

  • Communicate directly with high-net-worth clients, offering operational and service support for their investment accounts
  • Facilitate client onboarding by compiling documentation, setting up new accounts, transferring assets, and ensuring regulatory compliance
  • Process account maintenance requests such as signer updates, trust conversions, power of attorney additions, beneficiary updates, and account closures
  • Manage cash and asset transfers, charitable distributions, and related transaction documents with custodians, banking partners, and donor-advised funds
  • Provide Salesforce support by recording client information, logging meetings, running reports, and ensuring data accuracy
  • 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


The ideal candidate is a self-motivated "utility player" comfortable juggling multiple projects and eager to foster and deepen relationships to best serve Cresset's clients. 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 and Characteristics:

  • Bachelor’s degree in Business, Finance, Accounting, or a related field, or equivalent industry experience
  • 3+ years of financial services experience with ultra-high-net-worth clients
  • Exceptional attention to detail, organization, and follow-through, ensuring high accuracy and consistency
  • Ability to prioritize multiple tasks in a deadline-driven environment with a strong sense of urgency, responsiveness, and flexibility to adapt to changing priorities
  • Strong desire to learn, take initiative, and solve problems creatively and tenaciously
  • Self-starter with autonomous decision-making ability and capability to work independently with minimal supervision
  • Excellent written and verbal communication skills
  • Passion for delivering exceptional client service with strong interpersonal skills to anticipate needs and effectively manage high client expectations, as well as the expectations of multiple internal/external constituents
  • Ability to handle confidential information discreetly and demonstrate the highest level of client service, ethics, and integrity
  • Team player willing to contribute in a variety of ways to the advisor team and broader Cresset team
  • Proficient in a Windows-based environment (including Microsoft Office Suite) and quick to learn new technology systems; knowledge of Pershing, Addepar, and Salesforce is a plus


What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program 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.