- Manage client relationships on multi-custodial platforms
- Serve as a primary lead for client onboarding, investment implementation, and private banking services
- Create and implement customized onboarding experience for high net-worth clients
- Transfer and reconcile assets from contra firms
- Implement new investment strategies and hire managers as directed by advisor
- Prepare client subscription and redemption documents related to alternative investments
- Manage client billing (assign attributes, start/end dates, raising cash)
- Assist with client inquiries regarding inflow and outflows
- Establish lines of credit/margin
- Establish 529 accounts
- Manage client donor advised/charitable distributions
- Attend quarterly client portfolio review meetings as needed (FO)
- Serve as a liaison between Cresset and client CPA's and attorneys (FO)
- Manage tax document facilitation with client CPA's (FO)
- Identify new technology and opportunities to enhance client experience and promote internal scalability
- Bachelor's degree in Business, Finance, or a related field or equivalent industry experience
- 5+ plus years' financial services experience working with ultra-high net worth clients
- Knowledge of Fidelity and Schwab custodial platforms a plus
- Operate in a dynamic and fast-paced environment is essential
- Approach problems with creativity, innovation, and tenacity
- Possess a strong sense of urgency
- Think strategically and operate independently
- Multitask to successfully manage multiple assignments simultaneously
- Evaluate and prioritize tasks to meet deadlines
- Organize and create structure for client relationships
- Collaborate and provide meaningful input to the team
- Adapt, improvise, and overcome challenges
- Quickly and efficiently process and absorb information
- Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task
- Establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
- Proactively approach problem solving with strong decision-making capability
- Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
- Excellent communication skills, both written and verbal
- Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook
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Associate Director, Private Wealth Client Services - California, United States - Cresset
Description
About Cresset
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset's inception in 2017, the firm has grown to over 450 team members in more than twenty offices throughout the United States.
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.
Primary Responsibilities:
Qualifications and Characteristics:
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. As such, 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.
