Asset & Wealth Management, Wealth Management Professional, Associate - Chicago

Goldman Sachs•Chicago, IL

7h•$70,000 - $160,000•Onsite

About The Position

Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience.

Requirements

Bachelor's Degree Required
SIE, Series 7 and 63 required (must be obtained within three months of employment)

Nice To Haves

2-4 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

Responsibilities

Managing the onboarding of client relationships
Ensuring we are meeting our client's investment objectives
Managing fraud risk
Trade execution
Liquidity management
Ongoing relationship management
Leverage your interpersonal skills to contribute to a growing business
Act as key relationship manager for ultra-high net worth clients
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
Lead or participate in divisional efforts to improve efficiencies within PWM business
Participate in local training and recruiting
Serve as a coach/mentor for less tenured teammates