Senior Private Wealth Client Services | UHNW Onboarding

Cresset; Atlanta (GA); On-site; USD 120,000 - 190,000; Full time

Job summary

Cresset is seeking an Associate Director, Private Wealth Client Services in Atlanta 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.

Qualifications

• 5+ years in financial services with UHNW clients.
• Strong communication skills.
• Proficiency with custodial platforms.

Responsibilities

• Lead client onboarding and ongoing relationship management.
• Collaborate with portfolio managers to implement private banking strategies.
• Ensure exceptional client service.

Skills

Client onboarding

Relationship management

UHNW clients

Private banking

Tools

Custodial platforms

Job description

Cresset is seeking an Associate Director, Private Wealth Client Services in Atlanta 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.