UHNW Private Wealth Client Services Lead

Cresset; Chicago (IL); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Annual incentive

Medical, dental, vision

401(k) retirement plan

Parking benefits

Life insurance

Job summary

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

The role focuses on onboarding, investment implementation, and relationship management across multi-custodial platforms, with a client-first, service-driven approach.

Qualifications

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

Responsibilities

• Manage client relationships on multi-custodial platforms.
• Lead client onboarding, investment implementation, and private banking services.
• Create customized onboarding experience for high net-worth clients.
• Transfer and reconcile assets from contra firms.
• Prepare client subscription and redemption documents for alternatives.
• Manage client billing and account attributes, start/end dates.
• Assist with client inquiries on inflows/outflows and lines of credit.
• Attend quarterly client portfolio reviews as needed.
• Liaise between Cresset, CPAs, and attorneys.
• Identify technology to enhance client experience and scalability.

Skills

Strong communication

Salesforce

MS Office

Time management

Client service

Education

Bachelor's degree in Business/Finance or related field

Tools

Fidelity custodial platforms

Schwab custodial platforms

Microsoft Office Suite

Job description

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

The role focuses on onboarding, investment implementation, and relationship management across multi-custodial platforms, with a client-first, service-driven approach.