Relationship Manager: Client Partnership and Growth
3 days ago
At Goldman Sachs, we're committed to empowering our clients and customers around the world to achieve their financial goals. Our advisor-led wealth management businesses provide comprehensive financial planning, investment management, banking, and advisory services to a wide range of clients, including high net worth individuals, family offices, foundations, endowments, and corporations.
Wealth Management at Goldman Sachs
Our consumer business provides innovative digital solutions for consumers to better spend, borrow, invest, and save. Across our Consumer and Wealth Management division, our growth is driven by a relentless focus on our people, our clients, and leading-edge technology, data, and design.
Personal Financial Management (PFM)
Goldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence, and control over their financial decisions. Our dedicated team of advisors develops and implements tailored plans that align with each client's values and life goals.
Responsibilities
- Act as the primary point of contact for client relationships under the direction of the Managing Director (MD), Wealth Manager (WM), or Wealth Advisor (WA).
- Ensure a consistent positive client experience, working with the team to complete commitments in a timely manner.
- Proactively manage client relationships, escalating potential issues to Managing Directors or Wealth Advisors as needed.
- Document client interactions, meeting notes, and action items in Salesforce.
- Provide recommendations and feedback relative to client financial plans during Client Case Prep meetings.
- Develop and maintain suitability documentation for clients.
Client Relationship Management
- Serve as the primary point of contact for operations/account maintenance-related client interactions, responding promptly to client questions and concerns.
- Maintain positive relationships with existing firm clients to ensure client satisfaction.
Professional Growth and Development
- Contribute thoughts and feedback on operational procedures for servicing clients, recommending increased efficiency within current processes.
Requirements
- Bachelor's degree preferred.
- 3-5 years of experience in client service.
- Comprehensive knowledge of the financial industry.
Key Skills and Qualifications
- Demonstrate analytical ability, good judgment, problem-solving, responsibility, personal integrity, and confidentiality.
- Be a self-starter with a strong sense of ownership, positive professional attitude, and demeanor.
- Exercise judgment, tact, and diplomacy when dealing with executives and levels of management.
- Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook) and Google Apps.
- Experience in Salesforce highly desired.
- Excellent customer service, oral and written communication skills, and attention to detail.
- Ability to work efficiently, effectively, and independently to see projects through to conclusion.
- Strong time management, organizational skills, and prioritization abilities.
About Goldman Sachs
At Goldman Sachs, we believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond. We offer opportunities for professional growth and development, along with benefits, wellness, and personal finance offerings. Our mission is to help our clients, shareholders, and communities grow. Estimated salary $90,000 - $120,000 per year, based on location and experience.
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