Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9303051

Job description

Job Duties: Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Work closely with private wealth advisors and teammates to service our clients. Work with our middle and back-office colleagues to ensure exceptional client experience. Act as key relationship manager for ultra-high net worth clients in Central and South America. Lead or participate in divisional efforts to improve efficiencies within the business. Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts tailored to Central and South American Clients. 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, while understanding client suitability and risk tolerance. Help identify and prevent fraudulent activities by leveraging deep understanding of our clients and their behaviors. Execute, process, and reconcile trading and other investment related transactions. Serve as a coach/mentor for junior teammates. Job Requirements: Bachelor’s degree...