About this opportunity
Cresset lists this Director, Private Wealth Client Experience opportunity in atlanta, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Cresset in Atlanta seeks a Director of Private Wealth Client Services with 10+ years managing the administrative and private banking needs of ultra‑high‑net‑worth clients. You will be the primary contact for clients and work closely with a portfolio manager to deepen relationships and drive retention and growth.
You will lead onboarding, implement investment strategies, coordinate with CPAs and attorneys, and oversee multi-custodial platforms, reporting, and tax document facilitation,
#J-18808-Ljbffr
Worksite address
atlanta, GA, 30383, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.