Private Wealth Client Services Leader

Cresset; Atlanta (GA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) retirement plan

Health Savings Account

Short & long-term disability

Pre-tax parking & transportation

Job summary

Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing administrative and private banking needs for high net worth clients. You will serve as a primary client contact and collaborate with a portfolio manager to drive retention and growth through a superior client experience.

Responsibilities include onboarding, onboarding customization for UHNW clients, asset transfers, strategy implementation, and coordination with CPAs/attorneys.

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent industry experience.
• 5+ years of financial services experience working with ultra-high net worth clients.
• Knowledge of Fidelity and Schwab custodial platforms is a plus.
• Operate in a dynamic, fast-paced environment and maintain high client service standards.

Responsibilities

• Manage client relationships on multi-custodial platforms.
• Lead client onboarding, investment implementation, and private banking services.
• Create and implement customized onboarding experience for high net-worth clients.
• Transfer and reconcile assets from contra firms.
• Implement new investment strategies and hire managers as directed by advisor.
• Prepare client subscription and redemption documents related to alternatives.
• Manage client billing processes (attributes, start/end dates, cash flows).
• Assist with client inquiries regarding inflows and outflows.
• Establish lines of credit/margin.
• Attend quarterly client portfolio review meetings (FO).
• Serve as liaison between Cresset and client CPAs/attorneys (FO).
• Manage tax document facilitation with client CPAs (FO).
• Identify new technology and opportunities to enhance client experience.

Skills

Client relationships

Private banking

CRM Salesforce

Communication skills

Problem solving

Multitasking

Attention to detail

Team collaboration

Education

Bachelor’s degree in Business/Finance

Tools

Fidelity custodial platforms

Schwab custodial platforms

Salesforce

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing administrative and private banking needs for high net worth clients. You will serve as a primary client contact and collaborate with a portfolio manager to drive retention and growth through a superior client experience.

Responsibilities include onboarding, onboarding customization for UHNW clients, asset transfers, strategy implementation, and coordination with CPAs/attorneys.