Client Services and Sales Solutions Specialist

Vor 6 Tagen

Frankfurt am Main, Hessen, Deutschland Goldman Sachs Vollzeit

About This Role

We are seeking a highly skilled and experienced professional to join our team as a Client Services and Sales Solutions Specialist. As a key member of our Private Wealth Management (PWM) team, you will be responsible for delivering exceptional client service and sales support to our high net worth clients.

Key Responsibilities

  • Manage new account onboarding process, including liaising directly with new clients to ensure a seamless and efficient experience.
  • Work closely with various product groups within Investment Management to respond to client needs and identify opportunities for wealth advisory services.
  • Coordinate wealth advisory services within the client base, including managing advisory business implementation and rebalancing.
  • Manage cash balances and private banking services for clients, ensuring accurate and timely execution of transactions.
  • Serve as a key liaison to other areas supporting the PWM Business, providing exceptional communication and problem-solving skills.
  • Plan and manage new account onboarding process, ensuring timely and accurate execution.
  • Provide overview of client reporting and web capabilities to potential new clients, showcasing the value of our services.
  • Execute, process, and reconcile trading and other investment-related transactions, ensuring accuracy and attention to detail.

Requirements

  • Bachelor's degree in a relevant field.
  • 0-3 years of prior work experience in a relevant field, preferably in a financial services or wealth management environment.
  • Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
  • Highly organized with exceptional attention to detail and follow-through.
  • Strong ability to manage multiple projects with competing deadlines.
  • Team player with a positive attitude and strong work ethic.
  • Strong communication skills (written and verbal).
  • Fluent in German and English.
  • Ability to work in a fast-paced environment.
  • Ability to adapt quickly to a variety of industries and businesses.
  • Ability to self-direct, analyze, and evaluate, and form independent judgments.
  • Ability to effectively interact and build relationships with senior management and global stakeholders.
  • Commercially savvy with the ability to exercise discretion with respect to highly confidential/sensitive information.
  • Integrity, ethical standards, and sound judgment.

About Goldman Sachs

At Goldman Sachs, we are committed to helping our clients, shareholders, and the communities we serve to grow. As a leading global investment banking, securities, and investment management firm, we maintain offices around the world. We believe that who you are makes you better at what you do, and we are committed to fostering and advancing diversity and inclusion in our own workplace and beyond.

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