Private Wealth Management Pro: UHNW Client Services

Goldman Sachs Bank AG; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

Goldman Sachs in Denver seeks a Wealth Management Professional to deliver exceptional client service and support private wealth advisors. You will help onboard clients, manage relationships, and coordinate with teams to meet investment objectives.

The role requires 2–4 years in client service or financial services, a passion for markets, and licenses (SIE, Series 7, 63). You will operate in a fast-paced, integrity-driven environment with strong communication skills.

Qualifications

• Bachelor's degree required.
• 2-4 years of client service or financial industry experience.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in client service.
• Self-motivated and able to work autonomously yet collaboratively.
• Strong verbal and written communication skills and organizational skills.
• Commitment to excellence and integrity.
• SIE, Series 7 and 63 licenses required.

Responsibilities

• Onboard client relationships and manage expectations.
• Ensure alignment with investment objectives and risk controls.
• Support client reporting, digital capabilities and banking services.
• Coordinate with Private Wealth Advisors and teammates to service clients.
• Execute, process and reconcile trading and other investment-related transactions.
• Assist in maintaining strong relationships and preventing fraud.

Skills

Client service

Communication

Interpersonal skills

Fast-paced environment

Autonomous yet collaborative

Integrity

Financial Services Industry

Education

Bachelor’s degree required

Job description

Goldman Sachs in Denver seeks a Wealth Management Professional to deliver exceptional client service and support private wealth advisors. You will help onboard clients, manage relationships, and coordinate with teams to meet investment objectives.

The role requires 2–4 years in client service or financial services, a passion for markets, and licenses (SIE, Series 7, 63). You will operate in a fast-paced, integrity-driven environment with strong communication skills.