Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Investing, Wealth Management Professional, Associate - Dallas

About the role

Act as key relationship manager
Work closely with Private Wealth Advisors and teammates to service our clients
Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
Identify opportunities for wealth advisory services for clients
Understand client suitability and risk tolerance
Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
Work with our middle and back office colleagues to ensure an exceptional client experience
Execute, process and reconcile trading and other investment related transactions

Responsibilities

• Act as key relationship manager
• Work closely with Private Wealth Advisors and teammates to service our clients
• Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
• Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
• Identify opportunities for wealth advisory services for clients
• Understand client suitability and risk tolerance
• Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
• Work with our middle and back office colleagues to ensure an exceptional client experience
• Execute, process and reconcile trading and other investment related transactions

Requirements

• Bachelor's Degree Required
• 1 - 3 years of preferred experience in client service and/or the financial industry
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in client service
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Commitment to excellence and a high level of integrity
• Interest in Financial Services Industry
• SIE, Series 7 and 63 required (must be obtained within three months of employment)

Qualifications

• Must be able to obtain SIE, Series 7 and 63 within three months of employment

Skills

• Client Service Expertise
• Attention to Detail
• Strong Communication Skills
• Organizational Skills
• Problem Solving Ability
• Outside-the-Box Thinking

Benefits

N/A

Pay

N/A

Schedule

N/A

Additional Information

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.