Senior Private Wealth Client Services Director

Cresset Capital; New York (NY); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) retirement plan

Pre-tax parking

Short/long-term disability

Job summary

Cresset Capital in New York City is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience to manage administrative and private banking needs for high-net-worth clients. You will serve as the primary client contact and partner with an advisor to drive retention and growth through a superior client experience.

The role requires expertise with custodial platforms, onboarding, and tailoring client experiences.

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent 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 and fast-paced environment.
• Strong client service ethic, ethics, and integrity.

Responsibilities

• Manage client relationships on multi-custodial platforms.
• Lead client onboarding for new relationships and investments.
• Coordinate private banking services and investment implementation.
• Prepare documents for subscriptions and redemptions on alternative investments.
• Manage client billing, start/end dates, and cash movement.
• Attend quarterly client portfolio reviews as needed (FO).
• Liaise with client CPAs and attorneys (FO) and assist with tax document workflows.
• Identify technology opportunities to enhance client experience and scalability.

Skills

Client relationship management

Attention to detail

Strong communication

Multitasking

Education

Bachelor’s degree in Business/Finance or related field

Tools

Salesforce

Word

Excel

PowerPoint

Outlook

Job description

Cresset Capital in New York City is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience to manage administrative and private banking needs for high-net-worth clients. You will serve as the primary client contact and partner with an advisor to drive retention and growth through a superior client experience.

The role requires expertise with custodial platforms, onboarding, and tailoring client experiences.