Senior Private Wealth Manager - Client Services

Socket.dev; Washington (District of Columbia); On-site; USD 75,000 - 160,000; Full time

Job summary

Goldman Sachs Private Wealth Management (PWM) seeks professionals to deliver exceptional client service and sophisticated wealth advisory support in a fast-paced environment. The role involves onboarding clients, coordinating with Private Wealth Advisors, and ensuring investment objectives are met.

Ideal candidates have 2–4 years in client service or financial services, strong communication, integrity, and the ability to collaborate across teams.

Qualifications

• Bachelor's degree required.
• 2–4 years of client service and/or financial industry experience preferred.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment and under pressure.
• SIE, Series 7 and 63 required.

Responsibilities

• Onboard client relationships and ensure alignment with investment objectives.
• Manage client relationships and service delivery to maintain satisfaction.
• Support risk management, trade execution, and portfolio activity.
• Collaborate with Private Wealth Advisors to provide comprehensive solutions.
• Assist in client reporting, digital capabilities and banking services.

Skills

Client service

Communication

Relationship management

Integrity

Financial services industry interest

SIE/Series 7/63

Education

Bachelor's Degree

Job description

Goldman Sachs Private Wealth Management (PWM) seeks professionals to deliver exceptional client service and sophisticated wealth advisory support in a fast-paced environment. The role involves onboarding clients, coordinating with Private Wealth Advisors, and ensuring investment objectives are met.

Ideal candidates have 2–4 years in client service or financial services, strong communication, integrity, and the ability to collaborate across teams.