Wealth Management Associate

1 week ago

San Francisco, California, United States Cresset Full time
About Cresset

Cresset is a pioneering, independent multi-family office and private investment firm dedicated to revolutionizing the way high-net-worth individuals experience wealth. Our mission is to provide unparalleled access to top talent, innovative ideas, and investment opportunities typically reserved for the largest single-family offices and endowments.

With over $50 billion in assets under management, Cresset Asset Management, our SEC-registered investment advisor, has established itself as a leader in the industry. We are committed to delivering a superior, white-glove experience for our clients through our wealth advisory team.

Job Summary

We are seeking a highly skilled Associate, Private Wealth Client Services, to join our team. The ideal candidate will possess experience serving high-net-worth and ultra-high-net-worth families, with a proven track record of managing complex situations and delivering exceptional client service.

Key Responsibilities
  • Communicate directly with high-net-worth clients, providing 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, including 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.
Requirements
  • 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.
  • 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

Cresset is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.

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