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Cresset · 2 weeks ago

Director, Family Office Service - Client Service Associate

Chicago, IL

Full-time

Onsite

Mid Level

$95K/yr - $110K/yr

3+ years exp

Cresset is an independent, award-winning multi-family office and private investment firm focused on optimizing wealth and life for clients. The Director, Family Office Client Service is responsible for administrative support, client prospecting and onboarding, and managing data in Salesforce, all while ensuring a high level of service in a fast-paced environment.

Asset ManagementConsultingFinancial ServicesLegalWealth Management

Hiring Manager

Glenn Hecht

Responsibilities

Prepare meeting agendas, track action items, coordinate follow‑ups

Organize digital files, templates, and knowledge‑base resources

Schedule internal/external meetings as needed

Assist Family Office Services Relationship Management team with prospecting and onboarding new clients, coordinating with Wealth Advisors, other Client Service Associates, and other Family Office Services team members

Assist with preparing meeting materials, Client Engagement Agreements, and ensuring necessary onboarding steps are completed

Enter and update client records, milestones, and usage metrics

Generate standard and ad‑hoc reports for leadership dashboards

Perform routine data‑quality audits to ensure accuracy

Managing and updating Salesforce records related to PPLI accounts to support transparency, compliance, and efficient client service delivery

Coordinating and tracking commitments to private investment opportunities within the PPLI platform, ensuring accurate documentation, timely execution, and seamless communication with the policy Administrators and/or Carriers

Maintaining and organizing investment reports, performance updates, and related client deliverables, ensuring all materials are saved, cataloged, and easily accessible for ongoing monitoring and client review

Coordinate logistics for webinars, office‑hours, and Advisor training sessions

Identify opportunities to streamline tasks and enhance efficiency

Work with service leads (e.g., Tax, Bill‑Pay, Insurance) to ensure consistent processes

Contribute to SOP documentation and team knowledge‑sharing

Assist with marketing updates and other ad-hoc projects