Relationship Management Associate for UHNW Clients
Cresset Capital
Cresset Capital is seeking a Relationship Management Associate to support the Family Office Services team, ensuring exceptional client experiences for Ultra-High Net Worth individuals and families. Key duties include preparing client meeting materials, coordinating onboarding activities, and conducting prospect research. The ideal candidate will have a Bachelor’s degree and 3–5 years of experience in client service or relationship management. Skills in Salesforce and Microsoft Office Suite are essential, along with strong organizational and communication skills. This position offers a competitive salary and benefits. #J-18808-Ljbffr
Vacancy posted 1 day ago
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