Wealth Management Associate

4 weeks ago

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

Cresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. With a strong focus on delivering exceptional client service, we offer a comprehensive range of wealth management, investment advisory, and family office services through Cresset Asset Management, a SEC-registered investment advisor that has surpassed $50 billion in assets under management. Our firm is widely recognized for its excellence and is frequently ranked as a top RIA firm by Barron's and Forbes.

Job Summary

We are seeking an Associate, Private Wealth Client Services, with experience serving high-net-worth and ultra-high-net-worth families. The ideal candidate will be a self-motivated and detail-oriented 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, the Associate will deliver a superior, white-glove experience for all client investment account maintenance needs.

Key Responsibilities
  • Provide exceptional client service by communicating directly with high-net-worth clients and 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
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

At Cresset, we prioritize our people and focus on delivering exceptional client service. We offer 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. Additionally, all employees receive equity in Cresset.

Cresset is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to ensuring equal employment opportunity for all employees and applicants without regard to race, color, religion, sex, pregnancy, national origin, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state, or local law.

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