Private Wealth Management: Client Service & Ops

Goldman Sachs, Inc.; Philadelphia (Philadelphia County); On-site; USD 80,000 - 120,000; Full time

Job summary

Goldman Sachs Private Wealth Management is seeking Wealth Management Professionals to support onboarding, client servicing, and operational oversight for ultra-high net worth clients. You will work alongside Private Wealth Advisors to execute trades, manage client reporting, and identify advisory opportunities.

The role emphasizes client service, integrity, and collaboration in a fast-paced environment with strong communication and organizational skills.

Qualifications

• Bachelor’s degree required.
• 2-4 years of experience in client service and/or the financial industry.
• SIE, Series 7 and 63 required (must be obtained within three months of employment).

Responsibilities

• Support onboarding of client relationships and ensure investment objectives are met.
• Manage client correspondence and coordination with Private Wealth Advisors.
• Assist in trade execution, settlement, and reconciliation processes.
• Identify opportunities for wealth advisory services and client reporting enhancements.
• Collaborate with middle and back office to ensure an exceptional client experience.

Skills

Interpersonal skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Education

Bachelor’s Degree

SIE

Series 7

Series 63

Job description

Goldman Sachs Private Wealth Management is seeking Wealth Management Professionals to support onboarding, client servicing, and operational oversight for ultra-high net worth clients. You will work alongside Private Wealth Advisors to execute trades, manage client reporting, and identify advisory opportunities.

The role emphasizes client service, integrity, and collaboration in a fast-paced environment with strong communication and organizational skills.