Cresset
Cresset is seeking an Associate, Private Wealth Client Services to support a collaborative team of advisors serving high-net-worth families. This role focuses on managing day-to-day client service needs, coordinating complex operational matters, and delivering a high-touch client experience. The position offers meaningful exposure to experienced advisors and sophisticated client situations while providing a clear path for career growth in wealth management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cresset.
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