Cresset, a premier private wealth firm in Chicago, seeks an Associate, Private Wealth Client Services to manage day-to-day client service needs and coordinate complex operations for high-net-worth families.
You will collaborate with advisors, CPAs, and attorneys, ensuring accurate records in Salesforce and seamless onboarding. A strong service mindset and professionalism are essential for success.
#J-18808-LjbffrAssociate, Private Wealth Client Services — High-Touch Ops in chicago at Unknown Company
This position is listed as full time and onsite.