Cresset Corporation
Associate Director, Private Wealth Client Services
Cresset Corporation, Dallas, Texas, United States, 75215
Associate Director, Private Wealth Client Services
Associate Director, Private Wealth Client Services
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from 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 optimizedintegrated, intentional, and aligned with each clients 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 firmone focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barrons and Forbes among the nations top RIA firms, and as one of the industrys best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience. Primary Responsibilities: Provide ongoing comprehensive support to clients and advisors Manage client relationships on custodial platform Serve as a primary lead for client onboarding, investment implementation, and private banking services Create and implement customized onboarding experience for high net-worth clients Manage cash transfer needs including daily and periodic wires, checks, and ACH payments Transfer and reconcile assets from contra firms Implement new investment strategies and hire investment managers as directed by advisor Prepare client subscription and redemption documents related to alternative investments Manage client billing (assign attributes, start/end dates, raise cash) Collaborate with advisors to maintain accurate consolidated reporting for clients Assist with client inquiries regarding inflows, outflows, and ad hoc requests Attend quarterly client portfolio review meetings as needed Serve as a liaison between Cresset and clients tax and legal advisors Manage tax document facilitation with clients tax advisor Identify new technology and opportunities to enhance client experience and promote internal scalability Qualifications and Characteristics: Bachelors degree in Business, Finance, or a related field or equivalent industry experience 5+ plus years financial services experience working with ultra-high net worth clients Knowledge of Pershing, Fidelity and/or Schwab custodial platforms a plus Ability to operate in a dynamic and fast-paced environment is essential Approach problems with creativity, innovation, and tenacity Possess a strong sense of urgency Think strategically and operate independently Multitask to successfully manage multiple assignments simultaneously Evaluate and prioritize tasks to meet deadlines Organize and create structure for client relationships Collaborate and provide meaningful input to the team Adapt, improvise, and overcome challenges Quickly and efficiently process and absorb information Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task Establish and maintain positive working relationships with clients, peers, tax advisors, attorneys, and other professionals Proactively approach problem solving with strong decision-making capability Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity Excellent communication skills, both written and verbal Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook 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. 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. Aligning employee and organizational interests, all employees receive equity in Cresset. 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 Cressets 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. Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Finance, General Business, and Customer Service Referrals increase your chances of interviewing at Cresset by 2x Sign in to set job alerts for Director of Client Services roles.
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Associate Director, Private Wealth Client Services
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from 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 optimizedintegrated, intentional, and aligned with each clients 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 firmone focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barrons and Forbes among the nations top RIA firms, and as one of the industrys best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience. Primary Responsibilities: Provide ongoing comprehensive support to clients and advisors Manage client relationships on custodial platform Serve as a primary lead for client onboarding, investment implementation, and private banking services Create and implement customized onboarding experience for high net-worth clients Manage cash transfer needs including daily and periodic wires, checks, and ACH payments Transfer and reconcile assets from contra firms Implement new investment strategies and hire investment managers as directed by advisor Prepare client subscription and redemption documents related to alternative investments Manage client billing (assign attributes, start/end dates, raise cash) Collaborate with advisors to maintain accurate consolidated reporting for clients Assist with client inquiries regarding inflows, outflows, and ad hoc requests Attend quarterly client portfolio review meetings as needed Serve as a liaison between Cresset and clients tax and legal advisors Manage tax document facilitation with clients tax advisor Identify new technology and opportunities to enhance client experience and promote internal scalability Qualifications and Characteristics: Bachelors degree in Business, Finance, or a related field or equivalent industry experience 5+ plus years financial services experience working with ultra-high net worth clients Knowledge of Pershing, Fidelity and/or Schwab custodial platforms a plus Ability to operate in a dynamic and fast-paced environment is essential Approach problems with creativity, innovation, and tenacity Possess a strong sense of urgency Think strategically and operate independently Multitask to successfully manage multiple assignments simultaneously Evaluate and prioritize tasks to meet deadlines Organize and create structure for client relationships Collaborate and provide meaningful input to the team Adapt, improvise, and overcome challenges Quickly and efficiently process and absorb information Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task Establish and maintain positive working relationships with clients, peers, tax advisors, attorneys, and other professionals Proactively approach problem solving with strong decision-making capability Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity Excellent communication skills, both written and verbal Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook 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. 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. Aligning employee and organizational interests, all employees receive equity in Cresset. 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 Cressets 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. Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Finance, General Business, and Customer Service Referrals increase your chances of interviewing at Cresset by 2x Sign in to set job alerts for Director of Client Services roles.
Production Manager- Client Care Services
Irving, TX $110,000.00-$115,000.00 2 weeks ago Customer Success Manager (Remote Position)
Dallas-Fort Worth Metroplex $75,000.00-$85,000.00 3 weeks ago Dallas-Fort Worth Metroplex $70,000.00-$80,000.00 1 day ago Dallas, TX $60,000.00-$91,000.00 2 weeks ago Dallas, TX $185,500.00-$293,900.00 2 weeks ago Dallas, TX $116,700.00-$210,100.00 3 hours ago Dallas, TX $106,000.00-$160,000.00 2 weeks ago Dallas, TX $75,000.00-$80,000.00 1 month ago Dallas, TX $100,000.00-$120,000.00 3 days ago Dallas, TX $116,700.00-$210,100.00 6 days ago Arlington, TX $55,000.00-$70,000.00 2 days ago Dallas, TX $105,000.00-$125,000.00 3 weeks ago Lewisville, TX $60,000.00-$70,000.00 3 weeks ago Dallas, TX $114,000.00-$143,000.00 2 weeks ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr