ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Job DetailsLevel: ExperiencedJob Location: Minnetonka Office - Minnetonka, MN 55402Salary Range: $75,000.00 - $100,000.00 Salary/yearAbout Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Role Overview

We are seeking an Associate, Private Wealth Client Services to support a collaborative team of

advisors serving a select group of high-net-worth families. This individual will play a critical role in delivering a high-touch client experience while gaining exposure to all aspects of wealth management.

This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.

Key Responsibilities

Serve as a primary point of contact for client service and operational needs, delivering a responsive, high-quality experience
Support client onboarding, including account setup, asset transfers, and coordination of required documentation
Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)
Coordinate cash movements, distributions, and other transactions with custodians and banking partners
Maintain accurate client records in Salesforce and support reporting needs
Organize and manage client documentation, including tax and legal materials
Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience
Assist advisors with meeting preparation, follow-ups, and ad hoc client requests

What Sets This Role Apart

Direct exposure to experienced advisors and sophisticated client situations
Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
A clear path to take on increasing responsibility over time, based on performance and initiative

QualificationsQualifications

Bachelor’s degree in Finance, Business, Accounting, or related field
2+ years of experience in financial services, ideally supporting high-net-worth clients
Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
High level of professionalism, discretion, and client service orientation
Clear communicator with strong written and interpersonal skills
Self-starter with a willingness to take ownership and solve problems
Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are

A utility player who thrives in a team environment
Naturally organized and proactive
Calm under pressure and responsive to client needs
Interested in building long-term career in wealth management

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.  Starting base salary is $75,000 - $100,000.  Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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 b