Relationship Manager

1 day ago

Irvine, California, United States Goldman Sachs Full time
Job Summary

We are seeking a highly skilled Relationship Manager to join our Personal Financial Management team. As a key member of our team, you will be responsible for managing and monitoring client relationships, ensuring a consistent positive client experience, and working closely with our Managing Director, Wealth Manager, or Wealth Advisor to deliver exceptional service.

Key Responsibilities:

  • Track and manage client interactions, including requests, calls, and emails, using our official books and records (SalesForce).
  • Prepare for and participate in client meetings, delivering all necessary materials and ensuring timely completion of commitments.
  • Escalate potential client issues to Managing Director or Wealth Adviser as appropriate.
  • Document all notes and action items during client meetings and ensure timely completion of commitments.
  • Copy MD, WM, or WA on all outgoing customer correspondence.
  • Deliver Money Mind surveys to clients via SalesForce as directed.
  • Review task assignments for each client and work with team members to ensure timely completion of follow-up and action items.
  • Engage in Client Case Prep meetings, providing recommendations and feedback relative to client financial plans.
  • Manage developing and maintaining suitability documentation using client file standards.

Requirements:

  • Bachelor's degree preferred.
  • 3-5 years of experience in Client Service.
  • CFP preferred.
  • Comprehensive knowledge of the financial industry.

About Goldman Sachs:

At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and communities grow. We believe who you are makes you better at what you do, and we're committed to fostering and advancing diversity and inclusion in our own workplace and beyond.

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