Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9303051
The Goldman Sachs Group
Job Duties Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Work closely with private wealth advisors and teammates to service our clients. Work with our middle and back‑office colleagues to ensure exceptional client experience. Act as key relationship manager for ultra‑high net worth clients in Central and South America. Lead or participate in divisional efforts to improve efficiencies within the business. Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts tailored to Central and South American clients. Introduce new and existing clients to the firm’s offerings including, but not limited to, client reporting, digital capabilities and banking services. Identify opportunities for wealth advisory services for clients, while understanding client suitability and risk tolerance. Help identify and prevent fraudulent activities by leveraging deep understanding of our clients and their behaviors. Execute, process, and reconcile trading and other investment‑related transactions. Serve as a coach/mentor for junior teammates. Job Requirements Bachelor’s degree (U.S. or foreign equivalent) in Economics, Finance, Mathematics, Industrial Engineering, or a related field and two (2) years of experience in the job offered or in a related role. Prior employment must include two (2) years of experience with: Managing the operations and logistics of a private or institutional client, including cash management reconciliation, private banking services, and managing new account onboarding processes. Assisting on projects related to new business development by leading and participating in divisional efforts to improve efficiencies in the firm. Involvement with back office and middle office processes, risk management, trade settlements, and other relevant processes that could be sensitive to clients. Interpreting financial and cash management movements in complex discretionary portfolios. MS Office (Excel, Power Point, Word, Outlook). Interacting and building relationships with senior management and global stakeholders. Fluency in Spanish language skills. The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law. #J-18808-Ljbffr The Goldman Sachs Group
- Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9303051 - Miami, FL, United States Job Duties Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Work closely with private wealth advisors and teammates...AssetFull timeTemporary work
- ...starter with a passion for client service, the desire to... ...outside the box? Our Wealth Management Professionals support... ...an operational and relationship management perspective... ...our clients Oversee asset movements, portfolio... ...Los Angeles, New York, Miami, Philadelphia, San Francisco...AssetLocal area
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...Guerra Wealth Advisors At Guerra Wealth... ...experience holistic wealth management. With over three... ...serving clients in South Florida and... ...Wealth Management Associate role is your opportunity... ...appointments, and assets under management (... ..., role based in Miami, FL. Standard...AssetBase plus commissionFull timeWeekday work- Job Description - Wealth Management Associate - Retirement Benefits Group - FL, Miami (2318) (PIN_15037) Wealth Management Associate - Retirement Benefits Group - FL... ...limitless income potential! Role Highlights Client Engagement : Cultivate and expand your network within...Work experience placementLocal areaRemote workFlexible hours
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...the country, Mesirow serves clients through capabilities... ...organizations. With roughly $10B in assets under management, we have earned a... ...clients’ needs and goals. Wealth Management has been Mesirow... ...a highly motivated Client Relationship Specialist to work out of our...AssetWork at office- Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in Miami, Florida. This position involves cultivating client relationships and engaging with clients on diverse financial products tailored to their needs. You will analyze client...Local areaFlexible hours
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...Make: The Director, HNW Wealth Planner provides advanced financial... ...domestic and international clients within a broker-dealer... ...partners with financial advisors, relationship managers, and product teams to... ...strategies incorporating strategic asset allocation, tax-aware...AssetHourly payContract workPart timeWork experience placementWork at officeShift work- ...’s most sophisticated clients using leading technology... .... The International Relationship Senior Associate supports the Lead Relationship Manager(s) with the daily... ...Managers in gathering assets under management, deposits... ...position: 600 Brickell Ave, Miami, FL 33131. The role...AssetWork experience placementWork at office
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