About this role
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES at Cresset Capital Management, LLC. Location: Chicago, Illinois, United States. Role: Managing relationships, Leading onboarding, Onboard clients Requirements: 5+ years financial services experience with UHNW clients; Bachelor's degree in Business or Finance; strong client service, multitasking, and relationship management. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Office (Word, Excel, PowerPoint, Outlook) Commitment: Full Time Workplace: Onsite Languages: English