Asset & Wealth Management, Partner Family Office, Wealth Management Professional, Associate - N[...]

Davita Inc.; New York (NY); On-site; USD 85,000 - 160,000; Full time

Job summary

A leading financial services company in New York is seeking Wealth Management Professionals. Candidates should have a Bachelor's degree, experience in client service, and a strong interest in the financial industry. This role involves managing client relations, overseeing portfolios, and ensuring exceptional service delivery. Join a dynamic team in a fast-paced environment focused on client solutions.

Benefits

Discretionary bonus based on performance

Comprehensive benefits package

Opportunities for professional development

Qualifications

• 3+ years of preferred experience in client service and/or financial industry.
• Self-motivated with strong verbal and written communication skills.

Responsibilities

• Act as key relationship manager for clients.
• Oversee asset movements and portfolio implementations.
• Identify and prevent fraudulent activities.

Skills

Client service

Strong communication

Organizational skills

Attention to detail

Education

Bachelor's Degree

Job description

YOUR IMPACT
Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals (WMP) 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.

OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to 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 customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Wealth Management Professionals in the Partners Family Office work directly with firm's partners, senior executives, and related stakeholders to provide exceptional client service, operational support and risk management. They serve as a primary point of direct contact for clients, and are responsible for the operational management and oversight of the client experience.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Act as key relationship manager


• 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

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor's Degree Required


• 3+ 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


• SIE, Series 7 and 63 required (must be obtained within three months of employment)

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.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range

The expected base salary for this New York, New York, United States-based position is $85000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available
to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.