Senior Private Wealth Client Services Director

Cresset; Atlanta (GA); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, vision insurance

401(k) with match

Parking

Job summary

Cresset is seeking an Associate Director, Private Wealth Client Services to lead client onboarding and ongoing relationship management for high net worth clients. You will collaborate with portfolio managers to implement private banking strategies and ensure exceptional client service.

The role requires 5+ years in financial services with UHNW clients, strong communication, and proficiency with custodial platforms. Atlanta-based, full-time with comprehensive benefits and growth opportunities.

Qualifications

• 5+ years of financial services experience working with ultra-high net worth clients.
• Bachelor's degree in Business or Finance or related field.
• Strong client service, communication, and discretion.

Responsibilities

• Manage client relationships on multi-custodial platforms.
• Lead client onboarding, investment implementation, and private banking services.
• Prepare onboarding experiences and handle subscription/redemption documents for alternatives.

Skills

Client relationship management

Private banking

UHNW clients

Salesforce

Financial services

Education

Bachelor's degree

Tools

Fidelity custodial platform

Schwab custodial platform

Salesforce

Job description

Cresset is seeking an Associate Director, Private Wealth Client Services to lead client onboarding and ongoing relationship management for high net worth clients. You will collaborate with portfolio managers to implement private banking strategies and ensure exceptional client service.

The role requires 5+ years in financial services with UHNW clients, strong communication, and proficiency with custodial platforms. Atlanta-based, full-time with comprehensive benefits and growth opportunities.