ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

CCM ADMINISTRATIVE SERVICES LLC; Minnetonka (MN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) retirement plan

Equity in Cresset

Job summary

CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates should possess a bachelor's degree in finance or a related field and have at least 2 years of experience in financial services.

We offer a competitive salary of $75,000 to $100,000 along with a comprehensive benefits package, including medical and retirement plans.

Qualifications

• 2+ years of experience in financial services, ideally supporting high-net-worth clients.
• Strong attention to detail and ability to manage multiple priorities.
• High level of professionalism and discretion.

Responsibilities

• Serve as a primary point of contact for client service and operational needs.
• Support client onboarding and account maintenance.
• Maintain accurate client records in Salesforce.

Skills

Attention to detail

Client service orientation

Proficiency in Microsoft Office

Communication skills

Problem-solving

Education

Bachelor’s degree in Finance, Business, Accounting, or related field

Tools

Salesforce

Microsoft Office

Job description

Job Details

Level: Experienced

Job Location: Minnetonka Office - Minnetonka, MN 55402

Salary Range: $75,000.00 - $100,000.00 per year

Role Overview

We are seeking an Associate, Private Wealth Client Services to support a collaborative team of advisors serving a select group of high‑net‑worth families. This individual will play a critical role in delivering a high‑touch client experience while gaining exposure to all aspects of wealth management. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.

Key Responsibilities

• Serve as a primary point of contact for client service and operational needs, delivering a responsive, high‑quality experience.
• Support client onboarding, including account setup, asset transfers, and coordination of required documentation.
• Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests).
• Coordinate cash movements, distributions, and other transactions with custodians and banking partners.
• Maintain accurate client records in Salesforce and support reporting needs.
• Organize and manage client documentation, including tax and legal materials.
• Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience.
• Assist advisors with meeting preparation, follow‑ups, and ad‑hoc client requests.

What Sets This Role Apart

• Direct exposure to experienced advisors and sophisticated client situations.
• Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships.
• A clear path to take on increasing responsibility over time, based on performance and initiative.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, or related field.
• 2+ years of experience in financial services, ideally supporting high‑net‑worth clients.
• Strong attention to detail and ability to manage multiple priorities in a fast‑paced environment.
• High level of professionalism, discretion, and client service orientation.
• Clear communicator with strong written and interpersonal skills.
• Self‑starter with a willingness to take ownership and solve problems.
• Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus.

Who You Are

• A utility player who thrives in a team environment.
• Naturally organized and proactive.
• Calm under pressure and responsive to client needs.
• Interested in building a long‑term career in wealth management.

What We Offer

• Starting base salary of $75,000 – $100,000, with compensation based on factors including experience, licenses/certifications, industry knowledge, and geographic location.
• An annual incentive and comprehensive benefits package for 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.
• Equity in Cresset for all employees.

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.