Wealth Management Associate

6 days ago

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

Cresset is a leading, independent, multi-family office and private investment firm that aims to revolutionize the way individuals experience wealth. With a strong focus on delivering exceptional client service, Cresset offers personalized wealth management, investment advisory, and family office services through Cresset Asset Management, a SEC-registered investment advisor with over $50 billion in assets under management.

Job Summary

Cresset is seeking a highly skilled Associate, Private Wealth Client Services, to join our wealth advisory team. The ideal candidate will have experience serving high-net-worth and ultra-high-net-worth families, with a strong ability to manage multiple situations and address urgent matters effectively.

Key Responsibilities
  • Provide operational and service support to high-net-worth clients, ensuring seamless investment account maintenance
  • Facilitate client onboarding, including documentation compilation, new account setup, asset transfers, and 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
  • Support Salesforce operations 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, 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. Additionally, 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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