Private Wealth Client Services Director – Experience Leader

Cresset Capital; Chicago (IL); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan

Equity in the company

Job summary

Cresset Capital in Chicago is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing high net worth clientele. You'll serve as the primary point of contact, collaborating with a portfolio manager to enhance client relationships and drive retention.

The ideal candidate will possess a Bachelor’s degree in Business or Finance, strong problem-solving skills, and familiarity with custodial platforms. A competitive salary of $100,000 - $125,000 annually and a robust benefits package are offered.

Qualifications

• 5+ years of experience in financial services with ultra-high net worth clients.
• Strong decision-making and problem-solving capabilities.
• Proven ability to work in a dynamic and fast-paced environment.

Responsibilities

• Manage client relationships on multi-custodial platforms.
• Serve as primary lead for client onboarding and investment implementation.
• Prepare client subscription and redemption documents for alternative investments.

Skills

Client relationship management

Investment management

Excellent communication skills

Problem-solving ability

Attention to detail

Education

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

Tools

Salesforce

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

Cresset Capital in Chicago is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing high net worth clientele. You'll serve as the primary point of contact, collaborating with a portfolio manager to enhance client relationships and drive retention.

The ideal candidate will possess a Bachelor’s degree in Business or Finance, strong problem-solving skills, and familiarity with custodial platforms. A competitive salary of $100,000 - $125,000 annually and a robust benefits package are offered.