Cresset
Senior Private Wealth Client Services Lead
Cresset, Menlo Park, California, United States, 94029
A financial services firm located in California is seeking an experienced Associate Director for Private Wealth Client Services. The ideal candidate will manage relationships with high net worth clients, provide exceptional service, and oversee complex onboarding processes. Applicants should possess a strong background in finance, excellent communication skills, and a passion for client service. A competitive salary, starting at $125,000 and going up to $175,000, and comprehensive benefits are offered.
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