Associate, Private Wealth Client Services — High-Touch Ops

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401(k) retirement plan

Parking/Transit program

Job summary

Cresset, a premier private wealth firm in Chicago, seeks an Associate, Private Wealth Client Services to manage day-to-day client service needs and coordinate complex operations for high-net-worth families.

You will collaborate with advisors, CPAs, and attorneys, ensuring accurate records in Salesforce and seamless onboarding. A strong service mindset and professionalism are essential for success.

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
• Exceptional attention to detail
• Strong organizational and prioritization skills, with the ability to manage multiple client requests and deadlines simultaneously
• Strong written and verbal communication skills, including the ability to communicate clearly and professionally with clients, advisors, custodians, CPAs, attorneys, and other professional partners
• 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
• Sound judgment, resourcefulness, and a proactive approach to identifying and resolving client service issues
• Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

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 coordination of required documentation
• Manage 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 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
• Take ownership of team initiatives and coordination, including driving key projects, facilitating weekly team meetings, and coordinating internal and external meetings
• Proactively anticipate client and advisor needs, track outstanding items, and drive requests through completion
• Identify opportunities to improve client service processes, workflows, and team efficiency

Skills

Attention to detail

Organizational skills

Communication skills

Discretion

Self-starter

Professionalism

Problem solving

Microsoft Office

Education

Bachelor’s degree in Finance, Business, Economics or related

Tools

Salesforce

Addepar

Custodial platforms

Job description

Cresset, a premier private wealth firm in Chicago, seeks an Associate, Private Wealth Client Services to manage day-to-day client service needs and coordinate complex operations for high-net-worth families.

You will collaborate with advisors, CPAs, and attorneys, ensuring accurate records in Salesforce and seamless onboarding. A strong service mindset and professionalism are essential for success.