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Goldman Sachs & Co. CWM, Personal Financial Management, Relationship Manager, Analyst – Dallas, TX in Dallas, Texas

MORE ABOUT THIS JOB

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 across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients’ needs evolve.Learn more at https://www.goldmanpfm.com

RESPONSIBILITIES AND QUALIFICATIONS

MISSION

As an important member of the Goldman Sachs Personal Financial Management team, the Relationship Manager acts as the primary point of contact for assigned clients. This individual is responsible for the management and monitoring of the relationship ensuring a consistent positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner.

This position requires a pro-active approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit high standards, excellent communication skills, good judgment and ability to take initiative. The ability to effectively manage time and multi-task with attention to detail is critical to this role.

ESSENTIAL RESPONSIBILITIES

Client Development:

  • Actively participate in all assigned Head of Office or Wealth Adviser client meetings.

  • Ensure that conference rooms, meeting rooms and reception areas are ready for client and team meetings.

  • Responsible for scheduling client meetings and confirming with client the appointment time and day.

  • Greet visitors/clients and offer beverages and/or anticipate any requirements associated with each client. In addition, the Relationship Manager contributes to the security of the organization by monitoring visitors.

  • Assist the team with the management and oversight of client files to ensure they are accurate and up to date.

  • Assist Wealth Advisers and/or Head of Offices with preparation for client meetings confirming they have the appropriate applications, forms and consolidated statements.

  • Assist with the management of all client paperwork by assisting with the completion of all new business processing.

  • Demonstrate the ability to escalate potential client issues to the Business Operations Manager, Head of Office or Wealth Adviser as appropriate.

  • Actively document all notes and action items during client meetings and ensure all commitments made by the Head of Office or Wealth Adviserare being completed in a timely manner.

  • Review task assignments for each client and work directly with team members to ensure all follow-up and action items as a result of client meetings are documented in Salesforce and completed within the specified time frame.

  • Under the direct oversight of the Head of Office or Wealth Adviser, actively engage in Client Case Prep meetings, providing recommendations and feedback relative to the client’s financial plan as appropriate.

  • Responsible for reviewing statements, forecasting review data, developing a meeting agenda format, creating presentations, case documentation and deliverables for all assigned clients.

  • Manage developing and maintaining suitability documentation utilizing client file standards.

  • Ensure compliance notation is adhered to; demonstrate suitable and appropriate recommendations to ensure quality standards, including full and fair disclosure. Initiate, process and follow-up on new business.

Client Relationship Management

  • Act as the primary point of contact for all client interactions, working with team members to ensure a timely response to all client questions and concerns.

  • Establish and maintain positive relationships with existing firm clients to ensure client satisfaction.

Professional Growth & Development:

  • Provide thoughts and feedback relative to operational procedures for servicing clients including making recommendations for increased efficiency within the current process.

POSITION SPECIFICATIONS

Experience and Education:

  • A Bachelor's degree is preferred.

  • Must have 3-5 years working in a Client Service

  • Comprehensive knowledge of financial industry

Skills and Knowledge:

  • Demonstrates analytical ability, good judgment, problem solving, responsibility, personal integrity, and is able 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).

  • Proficient in 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.

ABOUT GOLDMAN SACHS

CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)

The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

ABOUT GOLDMAN SACHSAt Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.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 by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2020. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Location(s)US-TX-Dallas

Job ID2021-69063

Schedule TypeFull Time

LevelAnalyst

Function(s)Consumer Banking

RegionAmericas

DivisionConsumer and Wealth Management

Business UnitIMD Digital

Employment TypeEmployee

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