Atlanta, Georgia, United States · On-site
Job DetailsLevel: ExperiencedJob Location: Atlanta Office - Atlanta, GA 30326About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm…
Skills: Client Relationship Management, Private Banking, Client Onboarding, Asset Reconciliation, Alternative Investments
Atlanta, Georgia, United States · On-site
Job DetailsJob Location: Atlanta, GA 30327Position Type: Full-Time StaffEducation Level: High SchoolTravel Percentage: NegligibleJob Category: FacilitiesPOSITION OVERVIEW The General Services Technician at The Westminste…
Skills: Event Setup, Inventory Management, Time Management, Customer Service, Communication Skills
Atlanta, Georgia, United States · Hybrid
At DC BLOX, we’re shaping the future of digital infrastructure. Our mission is to empower businesses with robust, secure, and reliable solutions that enable them to thrive in an increasingly connected world. Founded on t…
Skills: Windows 11, macOS, Microsoft 365, Microsoft Intune, Autopilot
Atlanta, Georgia, United States · On-site
Overview SP+, a Metropolis company, is an artificial intelligence company for the real world. We use computer vision to enable checkout-free parking experiences. So there’s no fumbling with tickets, machines, apps, or cr…
Skills: Team Leadership, Budget Management, P&L Review, Customer Experience, Staffing
Atlanta, Georgia, United States · On-site
$16/hr
Job DetailsJob Location: Embassy Suites Atlanta Midtown (LHP ES3) - Atlanta, GA 30363Position Type: Full TimeSalary Range: $16.00 HourlyJob Category: Hospitality - Hotel Company Overview: We have built our company one pe…
Skills: Room Cleaning, Restocking Supplies, Waste Removal, Vacuuming, Maintenance Reporting
Atlanta, Georgia, United States · On-site
$38k–$43k/yr
Job Description Summary: Position Overview: The Cafe' Team Lead Ambassador is responsible for supporting operations at Bottle Cap Café, delivering exceptional guest experience, best-in-class health & safety standards, an…
Skills: Leadership, Guest Experience, Foodservice Operations, POS Systems, Cash Handling
Atlanta, Georgia, United States · On-site
OverviewScheduling, pre-registration and insurance verification of all centralized scheduling services/procedures. Maintaining overall knowledge of the Patient Registration system in order to answer patient inquiries abo…
Skills: Scheduling, Pre-registration, Insurance Verification, Patient Registration, Insurance Billing
Atlanta, Georgia, United States · On-site
At AIG, we are reimagining the way we help customers to manage risk. Join us as a Fast Track Claims Adjuster, Auto PD to play your part in that transformation. It’s an opportunity to grow your skills and experience as a …
Skills: Claims Investigation, Liability Evaluation, Negotiation, Auto Physical Damage Assessment, Customer Service
Atlanta, Georgia, United States · On-site
$15/hr–$17/hr
Job Summary The Shift Leader plays a key role in assisting the Store Manager with daily store operations, training associates, and ensuring exceptional customer service. This role contributes to achieving business KPIs, …
Skills: Leadership, Interpersonal Skills, Conflict Resolution, Multitasking, Retail Operations
Atlanta, Georgia, United States · On-site
Maximize your potential. Minimize your footprint. Nortek Data Center Cooling is a Madison Industries company. Madison Industries is one of the largest and most successful privately held companies in the world and has a r…
Skills: HVAC Servicing, Electromechanical Troubleshooting, Blueprint Reading, Commissioning, Root Cause Analysis
Atlanta, Georgia, United States · On-site
Job DetailsJob Location: LOEWS ATLANTA HOTEL - Atlanta, GA 30309Join the AAA Parking team as a Cashier! This is a great opportunity to earn extra income while meeting new people in a vibrant and fast-paced environment. T…
Skills: Cash Handling, Customer Service, POS Systems, Payment Processing, Basic Mathematics
Atlanta, Georgia, United States · On-site
The Event Planner is responsible for managing private events from inquiry through execution while delivering exceptional hospitality and client service. This role serves as the primary point of contact for clients throug…
Skills: Event Planning, Client Relationship Management, Contract Negotiation, Budgeting, BEO Creation
Atlanta, Georgia, United States · Hybrid
About NCR VOYIX NCR Voyix Corporation (NYSE: VYX) is a global platform-powered leader in unified commerce for shopping and dining. Combining a flexible, intelligent platform with end-to-end payments capabilities and serv…
Skills: End-User Support, PC Troubleshooting, Help Desk Operations, Information Security, IT Asset Management
Atlanta, Georgia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Cash Handling, Client Relationship Building, Sales, Interpersonal Communication, Microsoft Office
Atlanta, Georgia, United States · On-site
Job DetailsJob Location: LOEWS ATLANTA HOTEL - Atlanta, GA 30309Join the AAA Parking team as a Cashier! This is a great opportunity to earn extra income while meeting new people in a vibrant and fast-paced environment. T…
Skills: Cash Handling, Customer Service, POS Systems, Payment Processing, Basic Mathematics
Atlanta, Georgia, United States · On-site
Overview SP+, a Metropolis company, is an artificial intelligence company for the real world. We use computer vision to enable checkout-free parking experiences. So there’s no fumbling with tickets, machines, apps, or cr…
Skills: Leadership, Customer Service, Budget Management, P&L Review, Staffing
Atlanta, Georgia, United States · On-site
At AIG, we are reimagining the way we help customers to manage risk. Join us as a Marine Claims Major Loss Adjuster to play your part in that transformation. It’s an opportunity to grow your skills and experience as a va…
Skills: Claims Adjusting, Marine Insurance, Negotiation, Mediation, Arbitration
Atlanta, Georgia, United States · On-site
$50k–$55k/yr
Assistant General Manager – Lead the Fun at Urban Air Adventure Park! 🚀 Ready to Take Your Career to the Next Level? Are you passionate about creating unforgettable guest experiences? Urban Air Adventure Park isn’t your…
Skills: Team Leadership, Operational Management, Staff Coaching, Vendor Management, Customer Relationship Management
Atlanta, Georgia, United States · Hybrid
Company:Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the in…
Skills: Client Analysis, Coverage Recommendation, Client Relationship Management, Mentoring, Underwriting Knowledge
Atlanta, Georgia, United States · On-site
$16/hr–$24/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Supervision, Customer Service, Merchandising, Inventory Management, Deductive Reasoning
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Manage administrative and private banking needs for high net worth and ultra-high net worth clients. Collaborate with portfolio managers to drive retention and growth through superior client onboarding and investment implementation.
Requires a bachelor's degree in Business, Finance, or a related field and over 5 years of experience in financial services for ultra-high net worth clients. Proficiency in Salesforce and Microsoft Office is required, with knowledge of Fidelity and Schwab platforms being a plus.
Job DetailsLevel: ExperiencedJob Location: Atlanta Office - Atlanta, GA 30326About 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.
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.
Manage client relationships on multi-custodial platforms
Serve as a primary lead for client onboarding, investment implementation, and private banking services
Create and implement customized onboarding experience for high net-worth clients
Transfer and reconcile assets from contra firms
Implement new investment strategies and hire managers as directed by advisor
Prepare client subscription and redemption documents related to alternative investments
Manage client billing (assign attributes, start/end dates, raising cash)
Assist with client inquiries regarding inflow and outflows
Establish lines of credit/margin
Establish 529 accounts
Manage client donor advised/charitable distributions
Attend quarterly client portfolio review meetings as needed (FO)
Serve as a liaison between Cresset and client CPA’s and attorneys (FO)
Manage tax document facilitation with client CPA’s (FO)
Identify new technology and opportunities to enhance client experience and promote internal scalability
QualificationsQualifications
Bachelor’s degree in Business, Finance, or a related field or equivalent industry experience
5+ plus years’ financial services experience working with ultra-high net worth clients
Knowledge of Fidelity and Schwab custodial platforms a plus
Operate in a dynamic and fast-paced environment is essential
Approach problems with creativity, innovation, and tenacity
Possess a strong sense of urgency
Think strategically and operate independently
Multitask to successfully manage multiple assignments simultaneously
Evaluate and prioritize tasks to meet deadlines
Organize and create structure for client relationships
Collaborate and provide meaningful input to the team
Adapt, improvise, and overcome challenges
Quickly and efficiently process and absorb information
Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task
Establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
Proactively approach problem solving with strong decision-making capability
Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
Excellent communication skills, both written and verbal
Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel,
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. 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.
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 by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.
Boutique Family Office & Private Wealth Management. Serving CEO Founders, Entrepreneurs, Partners, and UHNW Families.
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. Our commitment to our clients has earned recognition by prominent American financial and business publications. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com. *Disclosures related to awards, recognitions, and rankings: https://cressetcapital.com/about/rankings-and-awards/ **Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see here: https://cressetcapital.com/about/rankings-and-awards/
Offices: 444 W. Lake Street, Suite 4700, Chicago, IL 60606, US · 1900 Reston Metro Plaza, Suite 900, Reston, Virginia 20190, US · 101 California Street, Suite 2900, San Francisco, CA 94111, US · 525 Okeechobee Blvd, Suite 1600, West Palm Beach, Florida 33401, US · 3445 Peachtree Rd NE, Suite 1400, Atlanta, Georgia 30326, US
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