Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9303051

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 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. Fluency in Spanish language skills. Prior Employment Experience 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. Benefits Health & Welfare Programs We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. Vacation Policies We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). Child Care & Family Care We offer on‑site child‑care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer. #J-18808-Ljbffr Goldman Sachs Bank AG