Asset & Wealth Management - Irving - Associate, Client Relationship Management- 3472064

Goldman Sachs • Irving, TX

8h • Onsite

About The Position

The Associate, Client Relationship Management at Goldman Sachs Wealth Services, L.P. in Irving, Texas, is responsible for providing comprehensive financial planning education and guidance over the phone to diverse individuals employed by the Firm’s corporate clients. This role involves guiding clients on applicable strategies by efficiently communicating complex financial concepts such as Cash Flow & Debt Management, Investment Allocation, Retirement Planning, Income Taxes, Education Funding, Employee Benefits, Risk Management, and Estate Planning. The Associate will review clients' financial goals, analyze their situations, and help them devise and implement personalized plans to achieve their financial objectives. A key aspect of the role is establishing trust and rapport to form long-term client relationships, consistently improving the client experience by engaging and motivating them to accomplish their goals and overcome financial challenges. The position also requires developing and presenting financial reports and analyses regarding retirement planning, education funding, risk management, and federal income tax using internal tools and software, while adhering to industry and company-wide policies, procedures, and compliance.

Requirements

• Bachelor’s degree (U.S. or foreign equivalent) in Accounting, Finance, Economics, Business Administration or a related field.
• Two (2) years of experience in the job offered or a related role.
• Two (2) years of experience with breaking down complex financial planning concepts and communicating accurately over the phone to a diverse client base as a means to help them build financial independence and take action toward their goals.
• Two (2) years of experience with core financial planning topics (investments, retirement, federal income tax, risk management, cash flow, estate planning, education function), and analytical thinking skills to identify open risks and opportunities for each client.
• Two (2) years of experience with developing and providing clients with a holistic, comprehensive financial plan that supports identified goals while protecting clients and their assets from the unexpected.
• Two (2) years of experience with helping clients identify, understand, leverage, and maximize their available company benefits as related to their personal financial situation and goals.
• Two (2) years of experience with knowledge of eMoney financial planning technology and ability to guide clients to utilize the tool to help reach their goals.
• Two (2) years of experience with gathering pertinent data points from clients to analyze their financial situations.
• Two (2) years of experience with building and presenting reports modeling future wealth accumulation and decumulation, cash flow, investment strategies, insurance and retirement needs.
• Ability to identify gaps in financial plans and motivate clients to take action.
• SIE, Series 7, Series 66 (or Series 63 and Series 65 in lieu of Series 66).

Responsibilities

• Provide comprehensive financial planning education and guidance over the phone to diverse individuals employed by the Firm’s corporate clients.
• Guide clients on applicable strategies by efficiently communicating such concepts to them.
• Review clients' financial goals, analyze their situations and help them.
• Devise and implement personalized plans to work toward client’s financials goals.
• Establish trust and rapport with clients, ultimately forming long-term relationships.
• Commit to consistently improving the client experience by engaging and motivating them to accomplish their goals and overcoming financial challenges.
• Develop and present to clients financial reports and analyses regarding retirement planning, education funding, risk management, and federal income tax using internal tools and software while adhering to industry and company-wide policies, procedures, and compliance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees