Relationship Manager

1 week ago

Houston, Texas, United States Goldman Sachs Full time
About This Role

At Goldman Sachs, 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 team to deliver exceptional service.

Key Responsibilities
  • Client Development:
    • Track and analyze client interactions, including requests, calls, and emails, to ensure timely and effective communication.
    • Prepare for and participate in client meetings, delivering high-quality materials and presentations.
    • Evaluate and escalate potential client issues to senior management as needed.
    • Document all notes and action items during client meetings, ensuring timely completion of commitments.
    • Communicate with clients through various channels, including email and phone calls.
  • Client Relationship Management:
    • Act as the primary point of contact for client interactions, ensuring timely responses to client inquiries and concerns.
    • Establish and maintain positive relationships with existing clients, driving client satisfaction and loyalty.
  • Professional Growth & Development:
    • Contribute to operational procedures for servicing clients, providing recommendations for increased efficiency.
Requirements
  • A Bachelor's degree is preferred.
  • 3-5 years of experience in client service, preferably in the financial industry.
  • Comprehensive knowledge of financial industry practices and regulations.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to work independently and as part of a team, with a strong sense of ownership and accountability.
  • Proficiency in Microsoft Office and Google Apps.
  • Experience with Salesforce is highly desirable.
About Goldman Sachs

At Goldman Sachs, we are committed to fostering a diverse and inclusive workplace, where our employees can grow professionally and personally. We believe that our people are our greatest asset, and we strive to create an environment that supports their success. If you are a motivated and experienced professional looking to join a dynamic team, we encourage you to apply for this exciting opportunity.

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