Wealth Transition Lead - Client Onboarding

Cresset

Cresset is a premier independent multi-family office and private investment firm. The Client Transition Specialist will own end-to-end onboarding, coordinate documentation, transfers, and onboarding workflows across advisory teams, while maintaining high accuracy and speed in a high-volume environment. Travel up to 75% is required; position involves on-site support during transitions at multiple offices and cross-functional collaboration to establish Day One readiness and ongoing client service #J-18808-Ljbffr Cresset

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Vacancy posted 3 days ago

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