ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES CCM ADMINISTRATIVE SERVICES LLC - 4.0

Menlo Park, CA Job Details $75,000 - $90,000 a year 1 day ago Benefits Health savings account Disability insurance Health insurance Dental insurance 401(k) Vision insurance Life insurance Qualifications Customer inquiry handling Full Job Description 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. Proudly owned by our clients and employees, 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 and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,• Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Role Overview The Associate, Private Wealth Client Services plays a key role in delivering exceptional experiences for high-net-worth and ultra-high-net-worth individuals. This position serves as a primary contact for clients, supporting wealth advisors in providing superior customer service, relationship management, account administration, and operational execution.

Primary Responsibilities:

Serve as a day-to-day support contact for client inquiries, ensuring timely and professional responses Support senior team members in maintaining strong client relationships through proactive communication and follow-up Process client requests such as wires, journals, distributions, and account updates with a high degree of accuracy Assist with client onboarding, including account opening, documentation, and account transfers Prepare and review account paperwork to ensure completeness and accuracy prior to submission Process account maintenance requests such as address changes, interested party access, signer updates Support cash management activities and monitor account activity to ensure timely execution with a high degree of accuracy Assist with subscription and redemption documentation for alternative investments Liaise between clients and internal/external professionals (CPAs, attorneys) to ensure a consistent and positive client experience Identify opportunities to improve processes and enhance the client experience Support internal initiatives and team projects that promote efficiency and scalability

Qualifications and Characteristics:

Bachelor's degree in Business, Finance, Economics, Accounting, or a related field, but not required. 0-3 years of experience in financial services, wealth management, or a related field Excitement for the opportunity to showcase your work ethic and drive on an established and growing team. Strong client service mindset with excellent professional written and verbal communication skills. Operate in a dynamic, high-energy environment while managing multiple priorities. Ability to work on multiple projects with a strong sense of urgency, organization, responsiveness and flexibility to adapt to changing priorities. High standards for yourself and the details. Believe that no task is too small to tackle. Proactive approach to solving problems with creativity, innovation, and tenacity. Comfortable voicing your opinion and taking the initiative to help move the team forward. Proficiency in financial platforms such as Salesforce, Microsoft Office, Addepar, and custodial platforms like Pershing, Fidelity, and Schwab is a plus.

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 range:

$75,000 - $90,000. A higher base salary may be considered based on factors including, but not limited to, relevant experience, licenses and 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. Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.