Associate, Private Wealth Client Services

Posted 5 days ago

cressetOak Park (IL)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$80,000 - $100,000

Apply

About the role

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description: We are seeking an Associate, Private Wealth Client Services to support a collaborative team ofadvisors serving a select group of high-net-worth families. This individual will play a critical role in managing day-to-day client service needs, coordinating complex operational matters, and delivering a high-touch client experience. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients while gaining exposure to all aspects of wealth management.

Key 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 coordination of required documentation
Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)
Coordinate cash movements, distributions, capital calls, charitable gifts, and other transactions with custodians and banking partners
Maintain accurate client records in Salesforce and support reporting needs
Organize and manage client documentation, including tax and legal materials
Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience
Assist advisors with meeting preparation, follow-ups, and ad hoc client requests
Take ownership of team initiatives and coordination, including driving key projects, facilitating weekly team meetings, and coordinating internal and external meetings
Proactively anticipate client and advisor needs, track outstanding items, and drive requests through completion
Identify opportunities to improve client service processes, workflows, and team efficiency
What Sets This Role Apart
Meaningful, direct exposure to experienced advisors and sophisticated client situations
Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
A clear path to take on increasing responsibility over time, 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
Exceptional attention to detail
Strong organizational and prioritization skills, with the ability to manage multiple client requests and deadlines simultaneously
Strong written and verbal communication skills, including the ability to communicate clearly and professionally with clients, advisors, custodians, CPAs, attorneys, and other professional partners
High level of professionalism, discretion, and client service orientation
Clear communicator with strong written and interpersonal skills
Self-starter with a willingness to take ownership and solve problems
Sound judgment, resourcefulness, and a proactive approach to identifying and resolving client service issues
Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are:

A utility player who thrives in a team collaborative environment
Naturally organized and proactive
Calm under pressure and responsive to client needs
Interested in building long-term career in wealth management

What We Offer: At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $80,000 - $100,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.

Equal Employment Opportunity: It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.*Disclosures related to awards, recognitions, and rankings available here.*Barron's Top 100 RIA Firms (issued 09.2026). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Barron's award logos.**Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.