ASSOCIATE, CLIENT SERVICES

Associate, Client Services

About The Connable Office, Inc., a Cresset company

The Connable Office, Inc., a Cresset company, is a 125-year-old multi-family office which provides asset management, fiduciary, and personal advisory services to clients.  Located in downtown Kalamazoo, Michigan, the firm assists in the management of the financial affairs of a limited number of client families located throughout the United States and internationally.

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.

Job Description 

The Connable Office, Inc. is currently seeking an individual to serve as a key member of our client service team who will deliver a superior experience for all client needs. The ideal candidate is a self-motivated, proactive, and conscientious team player who thrives in a dynamic environment, juggling multiple projects with exceptional organization and attention to detail.

Primary Responsibilities:

• Communicate directly with high-net-worth clients, offering operational support, including bill payment, distributions, charitable requests, and other matters
• Process account maintenance requests such as running reports, ensuring data accuracy, reviewing quarterly and annual account statements, and performing annual account compliance overviews
• Manage cash and asset transfers and prepare related transaction documents
• Contribute to daily office duties by providing electronic document organization, research, and proofreading, as requested, to maintain smooth office operations
• Provide critical thinking to draft, finalize, and organize correspondence, memorandums, and other client documentation
• Deliver administrative assistance to various departments throughout the office, such as tax, accounting, investments, and office operations
• Coordinate materials for client visits and execute associated follow up meeting tasks
• Organize and maintain client information and reports including, but not limited to gathering necessary documents such as tax and legal agreements
• Liaise between clients and internal/external professionals (CPAs, attorneys, etc.) to ensure a consistent and positive client experience
• Maintain individual processes and procedures for assigned responsibilities to ensure consistency and cohesiveness of work product
• Beyond the core responsibilities, the Associate will support key initiatives and other projects.

Qualifications and Characteristics:

• Bachelor’s degree or Associate's degree in Business, Finance, Accounting or a related field or equivalent industry experience
• 3-5+ years of practical, relevant business experience
• Exceptional attention to detail, or