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.
As an important member of United Capital Financial Advisers, Inc., the Client Service Manager plays a highly visible role with both our clients and office visitors as our ambassador of client experience. In this role you will report directly to the Managing Director/Director of Operations.
The Client Service Manager (CSM) is responsible for delivering quality service and operations processing/support as directed/requested by the Managing Director (MD), Wealth Manager (WM) or Wealth Advisor (WA).
The ideal candidate will have excellent communications skills, great client service skills and the ability to multi-task. This position requires a pro-active, confident person with excellent administrative and organizational skills, meticulous in attention to detail with a 'can-do' attitude. The Client Service Manager will have good time management skills and be flexible in a fast paced and changing environment.
This position requires a take-charge approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit high standards, good judgment and an ability to take initiative. The AM will focus on client satisfaction with specific attention in the areas of client service, operations processing, opportunity tracking, working with our trade departments, confirming client visits (as requested/directed), problem resolution, team engagement, partnering with Centralized Service Support (CSS) as appropriate and process improvements.
ESSENTIAL RESPONSIBILITIES (Cont'd)
Experience and Education:
Skills and Knowledge:
ABOUT GOLDMAN SACHS
At 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.
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