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Relationship Manager

2 months ago


Phoenix, Arizona, United States Goldman Sachs Full time
About This Role

As a key member of our Personal Financial Management team at Goldman Sachs, you will play a critical role in managing and monitoring client relationships under the direction of our Managing Director, Wealth Manager, or Wealth Advisor.

Key Responsibilities
  • Client Development: Track client interactions, prepare for and participate in client meetings, and demonstrate the ability to escalate potential client issues to Managing Director or Wealth Adviser as appropriate.
  • Client Relationship Management: Act as the primary point of contact for client interactions, working with team members to ensure a timely response to client questions and concerns.
  • Professional Growth & Development: Provide thoughts and feedback relative to operational procedures for servicing clients, and make recommendations for increased efficiency within the current process.
Requirements
  • A Bachelor's degree is preferred.
  • Must have 3-5 years working in a Client Service role.
  • Comprehensive knowledge of the financial industry.
Skills and Knowledge
  • Demonstrates analytical ability, good judgment, problem-solving, responsibility, personal integrity, and ability to deal with confidential information on a daily basis.
  • A self-starter with a strong sense of ownership, positive professional attitude, and demeanor.
  • Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.
  • Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook) and Google Apps.
  • Experience in Salesforce highly desired.
  • Excellent customer service, good oral and written communication skills.
  • Professional and articulate with strong attention to detail.
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion.
  • Excellent time management, strong organizational skills, ability to prioritize multiple tasks, and anticipate potential problems.