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Client Services and Sales Solutions Specialist

vor 2 Monaten


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. In this role, you will be responsible for delivering world-class services to our clients and customers, executing trades, and providing exceptional client service management support.

Key Responsibilities

  • Manage new account onboarding process, including liaising directly with new clients and working in conjunction with various product groups within Investment Management to respond to client needs.
  • Identify opportunities for and coordinate wealth advisory services within client base, manage advisory business implementation and re-balancing, and manage cash balances and private banking services other assets in client accounts.
  • Serve as a key liaison to other areas supporting the PWM Business, plan and manage new account on boarding process, and provide overview of client reporting and web capabilities to potential new clients.
  • Execute, process and reconcile trading and other investment related transactions.

Requirements

  • Bachelor's degree
  • 0-3 years of prior work experience in a relevant field
  • 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 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 ability to exercise discretion with respect to highly confidential/sensitive information
  • Integrity, ethical standards and sound judgment

About Goldman Sachs

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. We believe who you are makes you better at what you do and are committed to fostering and advancing diversity and inclusion in our own workplace and beyond.