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