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

Job description

Job Duties: Associate, Client Relationship Management with Goldman Sachs Wealth Services, L.P. in Irving, Texas. 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. These topics will include Cash Flow & Debt Management, Investment Allocation, Retirement Planning, Income Taxes, Education Funding, Employee Benefits, Risk Management, and Estate Planning. 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. Job...