CWM, Personal Financial Management, Client Service Manager, Analyst – Irving, TX

Location(s) US-TX-Dallas
Job ID
Schedule Type
Full Time
Consumer and Wealth Management
Business Unit
United Capital
Employment Type


Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.



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 Goldman Sachs Personal Financial Management (“GS PFM”)., our Centralized Client Services Manager plays an important part of supporting our office’s daily operations, from one centralized location.


The Centralized Client Services Manager position requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.




  • Prepare and pre-fill new account applications and maintenance paperwork for our Custodians: TD Ameritrade, Schwab Institutional, and Fidelity Investments
  • Prepare and pre-fill new account applications,.
  • Name documents according to each individual office’s preferences and assist in adhering to compliance rules by saving paperwork to the appropriate client file, while maintaining segregation of GS PFM business
  • Send paperwork to clients using the DocuSign system while adhering to the Custodian’s compliance rules pertaining to electronic signatures
  • Send outbound paperwork to clients using USPS, UPS, or secure email dependent upon request
  • Quality Checking fellow associates cases for accuracy & completion
  • Quality Check and submit signed paperwork to Custodian for processing
  • Completing projects and tasks provided by Supervisor or Management
  • Perform client and account terminations in Envestnet, the Custodian and through Salesforce
  • Envestnet Maintenance – Add/Update new client information, set up systematic withdrawals, update naming conventions, billing groups, and fees.
  • Model account using our Portfolio Accounting system, Envestnet, ensuring the account is placed in the correct model with the fees matching client’s agreement on file
  • Submit trade requests through Salesforce
  • Envestnet service requests – Submit raise cash, protect/unprotect cash requests
  • Prepare reporting only forms for accounts going onto Envestnet
  • Submit pricing exception through opportunities in Salesforce
  • Assist with new/current associate trainings
  • Compose clearly detailed notes for all parties assisting with case load


Experience and Education:

  • Must have a high school diploma
  • Must have a minimum of 2 years of working and maintaining professional interactions in an Administrative/Client Service role, or a Bachelor’s Degree
  • Experience at a custodian, broker-dealer or RIA office strongly preferred

Skills and Knowledge:

  • Excellent communication skills (verbal, written and listening)
  • A self-starter with a strong sense of ownership, positive professional attitude and demeanor
  • Proficient in Microsoft Office Suite & Google Applications Required
  • Salesforce Experience is preferred
  • Demonstrates personal integrity, honesty and is able to deal with confidential information on a daily basis.
  • Ability to deal with stress in an ever-changing investment market and financial services
  • Ability to work efficiently, effectively, and independently, with minimal supervision, and to see projects through to conclusion
  • Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.



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.



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

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

© 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