Cresset in Atlanta seeks a Director of Private Wealth Client Services with 10+ years managing the administrative and private banking needs of ultra‑high‑net‑worth clients. You will be the primary contact for clients and work closely with a portfolio manager to deepen relationships and drive retention and growth.
You will lead onboarding, implement investment strategies, coordinate with CPAs and attorneys, and oversee multi-custodial platforms, reporting, and tax document facilitation,
#J-18808-LjbffrDirector, Private Wealth Client Experience in atlanta at Unknown Company
This position is listed as full time and onsite.