Private Wealth Client Services Specialist

CCM ADMINISTRATIVE SERVICES LLC; 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

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.