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Director, Client Service Learning & Onboarding

Cresset · Boca Raton, FL, USA ·

Job type:
Full Time

Cresset is a leading independent multi-family office and private investment firm. The Director, Client Service Training & Development will design and scale onboarding and professional development programs for the Client Service team, partnering with HR, Compliance, Investments, and Operations.

This role emphasizes hands-on coaching, collaboration, and driving operational excellence across relationships with UHNW clients.

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