ASSOCIATE PRIVATE WEALTH CLIENT SERVICES

Paycom - ATS; Chicago (IL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Health Savings Account

Disability insurance

Parking/pre-tax transportation

Job summary

Cresset, a leading independent multi-family office, seeks an Associate, Private Wealth Client Services to support a collaborative team of advisors serving high-net-worth families. You will manage day-to-day client service needs, coordinate complex operations, and deliver a high-touch client experience.

This role offers exposure to planning, portfolio management, and ongoing client relationships, with room for growth and increasing responsibility based on performance and initiative.

Qualifications

• Bachelor’s degree required; Finance, Business, Accounting, Economics or related coursework a plus.
• 2-4 years of experience in financial services, ideally supporting high-net-worth clients.
• Strong written and verbal communication and client service orientation.

Responsibilities

• Serve as a point of contact for client service and operational needs, delivering a responsive, high-quality experience.
• Support client onboarding, including account setup, asset transfers, and required documentation.
• Coordinate cash movements, distributions, and other transactions with custodians and banking partners.
• Maintain accurate client records in Salesforce and support reporting needs.
• Assist advisors with meeting prep, follow-ups, and ad hoc client requests.

Skills

Attention to detail

Organizational skills

Communication skills

Client service orientation

Discretion

Time management

Education

Bachelor’s degree in Finance or related

Tools

Salesforce

Addepar

Custodial platforms

Job description

About CressetCresset 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.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 among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.Job DescriptionWe are seeking an Associate, Private Wealth Client Services to support a collaborative team ofadvisors serving a select group of high-net-worth families. This individual will play a critical role in managing day-to-day client service needs, coordinating complex operational matters, and delivering a high-touch client experience.This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients while gaining exposure to all aspects of wealth management.Key ResponsibilitiesServe as a point of contact for client service and operational needs, delivering a responsive, high-quality experienceSupport client onboarding, including account setup, asset transfers, and coordination of required documentationManage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)Coordinate cash movements, distributions, capital calls, charitable gifts, and other transactions with custodians and banking partnersMaintain accurate client records in Salesforce and support reporting needsOrganize and manage client documentation, including tax and legal materialsPartner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experienceAssist advisors with meeting preparation, follow-ups, and ad hoc client requestsTake ownership of team initiatives and coordination, including driving key projects, facilitating weekly team meetings, and coordinating internal and external meetingsProactively anticipate client and advisor needs, track outstanding items, and drive requests through completionIdentify opportunities to improve client service processes, workflows, and team efficiencyWhat Sets This Role ApartMeaningful, direct exposure to experienced advisors and sophisticated client situationsOpportunity to develop a deeper understanding of portfolio management, planning, and client relationshipsA clear path to take on increasing responsibility over time, based on performance and initiativeQualificationsBachelor’s degree required; Finance, Business, Accounting, Economics or related coursework a plus2-4 years of experience in financial services, ideally supporting high-net-worth clientsExceptional attention to detailStrong organizational and prioritization skills, with the ability to manage multiple client requests and deadlines simultaneouslyStrong written and verbal communication skills, including the ability to communicate clearly and professionally with clients, advisors, custodians, CPAs, attorneys, and other professional partnersHigh level of professionalism, discretion, and client service orientationClear communicator with strong written and interpersonal skillsSelf-starter with a willingness to take ownership and solve problemsSound judgment, resourcefulness, and a proactive approach to identifying and resolving client service issuesProficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plusWho You AreA utility player who thrives in a team collaborative environmentNaturally organized and proactiveCalm under pressure and responsive to client needsInterested in building long-term career in wealth managementWhat We Offer:At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $80,000 - $100,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers 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.Equal Employment OpportunityIt 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.Everything Starts With Culture.Our VisionWe exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.Our Values*Disclosures related to awards, recognitions, and rankings available here.*Barron's Top 100 RIA Firms (issued 09.2026). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Barron's award logos.**Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.