ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Associate, Private Wealth Client Services

Dallas Office - Dallas, TX 75219

Overview

Level Entry

Description

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 client's 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 Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work, Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Role Overview

We are seeking an Associate, Private Wealth Client Services to support a collaborative team of advisors serving a select group of high-net-worth families. This individual will play a critical role in delivering a high-touch client experience while gaining exposure to all aspects of wealth management.

This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.

Key Responsibilities

• Serve as a primary point of contact for client service and operational needs, delivering a responsive, high-quality experience
• Support client onboarding, including account setup, asset transfers, and coordination of required documentation
• Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)
• Coordinate cash movements, distributions, and other transactions with custodians and banking partners
• Maintain accurate client records in Salesforce and support reporting needs
• Organize and manage client documentation, including tax and legal materials
• Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience
• Assist advisors with meeting preparation, follow-ups, and ad hoc client requests

What Sets This Role Apart

• Direct exposure to experienced advisors and sophisticated client situations
• Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
• A clear path to take on increasing responsibility over time, based on performance and initiative

Qualifications

• Bachelor's degree in Finance, Business, Accounting, or related field
• 2+ years of experience in financial services, ideally supporting high-net-worth clients
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• High level of professionalism, discretion, and client service orientation
• Clear communicator with strong written and interpersonal skills
• Self-starter with a willingness to take ownership and solve problems
• Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are

• A utility player who thrives in a team environment
• Naturally organized and proactive
• Calm under pressure and responsive to client needs
• Interested in building long-term career in wealth management

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. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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.

Equal Employment Opportunity

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 Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.