About this role
ASSOCIATE, BUSINESS MANAGEMENT at Cresset Capital. Location: Los Angeles, California, United States. Role: managing clients, organizing intake, reconciling assets Requirements: Bachelor's in business/finance or equivalent,2+ years financial services experience with ultra-high net worth clients,proficiency with Salesforce and Microsoft Office,attention to detail and strong client relationship skills. Category: Finance Seniority: Entry Level Tools: Fidelity, Schwab, Pershing, Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English