Job Information

The Goldman Sachs Group CIMD, PFM, Relationship Manager, Analyst - Philadelphia in Philadelphia, Pennsylvania

CIMD, PFM, Relationship Manager, Analyst andndash; PhiladelphiaLocation(s)US-PA-PhiladelphiaJob ID2021-69061Schedule TypeFull TimeLevelAnalystFunction(s)Consumer BankingRegionAmericasDivisionConsumer and Investment Management DivisionBusiness UnitPWM Product ManagementEmployment TypeEmployeeMORE ABOUT THIS JOBGoldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients' needs evolve.Learn more at https://www.goldmanpfm.comRESPONSIBILITIES AND QUALIFICATIONSMISSIONAs an important member of the Goldman Sachs Personal Financial Management team, the Relationship Manager acts as the primary point of contact for assigned clients. This individual is responsible for the management and monitoring of the relationship ensuring a consistent positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner.This position requires a pro-active approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit high standards, excellent communication skills, good judgment and ability to take initiative. The ability to effectively manage time and multi-task with attention to detail is critical to this role.ESSENTIAL RESPONSIBILITIESClient Development:Actively participate in all assigned Head of Office or Wealth Adviser client meetings.Ensure that conference rooms, meeting rooms and reception areas are ready for client and team meetings.Responsible for scheduling client meetings and confirming with client the appointment time and day.Greet visitors/clients and offer beverages and/or anticipate any requirements associated with each client. In addition, the Relationship Manager contributes to the security of the organization by monitoring visitors.Assist the team with the management and oversight of client files to ensure they are accurate and up to date.Assist Wealth Advisers and/or Head of Offices with preparation for client meetings confirming they have the appropriate applications, forms and consolidated statements.Assist with the management of all client paperwork by assisting with the completion of all new business processing.Demonstrate the ability to escalate potential client issues to the Business Operations Manager, Head of Office or Wealth Adviser as appropriate.Actively document all notes and action items during client meetings and ensure all commitments made by the Head of Office or Wealth Adviser are being completed in a timely manner.Review task assignments for each client and work directly with team members to ensure all follow-up and action items as a result of client meetings are documented in Salesforce and completed within the specified time frame.Under the direct oversight of the Head of Office or Wealth Adviser, actively engage in Client Case Prep meetings, providing recommendations and feedback relative to the client's financial plan as appropriate.Responsible for reviewing statements, forecasting review data, developing a meeting agenda format, creating presentations, case documentation and deliverables for all assigned clients.Manage developing and maintaining suitability documentation utilizing client file standards.Ensure compliance notation is adhered to; demonstrate suitable and appropriate recommendatio