The Goldman Sachs Select ("GS Select") Transition Associate is a critical role within the firm ... Client Relationship Management: Maintaining relationships with transitioning advisors and ...
The Goldman Sachs Select ("GS Select") Transition Associate is a critical role within the firm ... Client Relationship Management: Maintaining relationships with transitioning advisors and ...
Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment ... Client service focus with experience listening, eliciting information efficiently, comprehending ...
Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment ... Client service focus with experience listening, eliciting information efficiently, comprehending ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a ...
Own and manage a client portfolio and cultivate relationships with school district partners * Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be ...
Own and manage a client portfolio and cultivate relationships with school district partners * Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be ...
Banking Associate II
$18 - $23/hr
The Banking Associate II serves as a trusted advisor within the branch, performing all ... Key Responsibilities Client Relationship Servicing * Perform consumer and business account opening ...
Banking Associate II
$18 - $23/hr
The Banking Associate II serves as a trusted advisor within the branch, performing all ... Key Responsibilities Client Relationship Servicing * Perform consumer and business account opening ...
Banking Associate II
$18 - $23/hr
The Banking Associate II serves as a trusted advisor within the branch, performing all ... Key Responsibilities Client Relationship Servicing * Perform consumer and business account opening ...
Banking Associate II
$18 - $23/hr
The Banking Associate II serves as a trusted advisor within the branch, performing all ... Key Responsibilities Client Relationship Servicing * Perform consumer and business account opening ...
Relationship Banker
Taylorsville, UT · On-site
$17.75 - $23.50/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
Taylorsville, UT · On-site
$17.75 - $23.50/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Senior Banking Associate
Brigham City, UT · On-site
$22 - $25/hr
The Senior Banking Associate supports complex and specialized client needs and serves as a subject ... Client Relationship Servicing * Support consumer and business lending processes by assisting with ...
Senior Banking Associate
Brigham City, UT · On-site
$22 - $25/hr
The Senior Banking Associate supports complex and specialized client needs and serves as a subject ... Client Relationship Servicing * Support consumer and business lending processes by assisting with ...
Relationship Banker
American Fork, UT · On-site
$16.50 - $21.75/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
American Fork, UT · On-site
$16.50 - $21.75/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
West Valley City, UT · On-site
$17.75 - $23.25/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
West Valley City, UT · On-site
$17.75 - $23.25/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Senior Banking Associate
$22 - $25/hr
The Senior Banking Associate supports complex and specialized client needs and serves as a subject ... Client Relationship Servicing * Support consumer and business lending processes by assisting with ...
Senior Banking Associate
$22 - $25/hr
The Senior Banking Associate supports complex and specialized client needs and serves as a subject ... Client Relationship Servicing * Support consumer and business lending processes by assisting with ...
Relationship Banker
West Valley City, UT · On-site
$17.75 - $23.25/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
West Valley City, UT · On-site
$17.75 - $23.25/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
Salt Lake City, UT · On-site
$18 - $23.50/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
Salt Lake City, UT · On-site
$18 - $23.50/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
West Valley City, UT · On-site
$17.75 - $23.25/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker
West Valley City, UT · On-site
$17.75 - $23.25/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Client Service Excellence Representative - RS
Salt Lake City, UT · On-site
$60K - $67K/yr
Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At ... (CRM) skills. * A strong sense of ownership for client outcomes-taking initiative and ...
Client Service Excellence Representative - RS
Salt Lake City, UT · On-site
$60K - $67K/yr
Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At ... (CRM) skills. * A strong sense of ownership for client outcomes-taking initiative and ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced ... Support and guide Wealth Advisors and Planners in client relationship management, demonstrating ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced ... Support and guide Wealth Advisors and Planners in client relationship management, demonstrating ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced ... Support and guide Wealth Advisors and Planners in client relationship management, demonstrating ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced ... Support and guide Wealth Advisors and Planners in client relationship management, demonstrating ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced ... Support and guide Wealth Advisors and Planners in client relationship management, demonstrating ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced ... Support and guide Wealth Advisors and Planners in client relationship management, demonstrating ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced ... Support and guide Wealth Advisors and Planners in client relationship management, demonstrating ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced ... Support and guide Wealth Advisors and Planners in client relationship management, demonstrating ...
Client Relationship Associate information
See Utah salary details
$22.8K - $26.2K
0% of jobs
$26.2K - $29.7K
2% of jobs
$29.7K - $33.2K
7% of jobs
$36.4K is the 25th percentile. Wages below this are outliers.
$33.2K - $36.7K
17% of jobs
The median wage is $39.7K / yr.
$36.7K - $40.1K
27% of jobs
$40.1K - $43.6K
18% of jobs
$44.6K is the 75th percentile. Wages above this are outliers.
$43.6K - $47.1K
12% of jobs
$47.1K - $50.6K
6% of jobs
$50.6K - $54K
5% of jobs
$54K - $57.5K
3% of jobs
$57.5K - $61K
2% of jobs
$22.8K
$42.9K
$61K
How much do client relationship associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a Client Relationship Associate, and why are they important?
How does a Client Relationship Associate typically collaborate with other departments to ensure client satisfaction?
What does a Client Relationship Associate do?
Global Banking & Markets, GS Select, Transition Associate, Salt Lake City
Goldman Sachs, Inc.Salt Lake City, UT
Other
Posted 17 days ago
Goldman Sachs rating
8.3
Based on 25 frontline employees who took The Breakroom Quiz
29th of 141 rated banks
Job description
The Goldman Sachs Select ("GS Select") Transition Associate is a critical role within the firm's growing 3rd Party Wealth securities-based lines of credit ("LOC") business. This position is critical for managing the high-stakes movement of collateralized assets and refinancing processes for advisors at partner firms.
Role Overview:
As a Transition Associate, you act as the one of the primary team members for the onboarding and refinancing lifecycle of LOCs. The role is inherently cross-functional, requiring a blend of technical Private Banking financial expertise, project management, high-touch client relationship skills, and risk management.
Core Responsibilities
- LOC Specialization: Coordinating the end-to-end refinancing of LOCs and the transfer of corresponding collateralized assets, including adherence to robust risk management procedures.
- Client Relationship Management: Maintaining relationships with transitioning advisors and institutional contacts, providing best in class client service and communication.
- Pipeline & Project Management: Leveraging project management tools to track transitions and provide real-time reporting to internal and external stakeholders.
- Data Integrity: Handling sensitive client data to prepare comprehensive data packages, ensuring accuracy and compliance with operational policies.
- Platform Advocacy: Demonstrating the GS Select platform to advisors, highlighting functionality and best practices to optimize their experience.
- Strategic Collaboration: Partnering with territory-based Regional Banking Directors and project management teams to support firms during complex transition phases.
Requirements and Qualifications
- Experience: 2-3 years in financial services, specifically in client-facing or servicing roles. Familiarity with Private Banking and LOCs is preferred.
- Leadership: Proven track record in project management.
- Education: Bachelor's degree.
- Technical Skills: Proficiency in analytical tools (including Excel), technical system functions, and the ability to master new platforms quickly.
- Soft Skills: Exceptional written and verbal communication; ability to manage time-sensitive tasks in a fast-paced environment.
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. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc., 2023. 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, veterans status, disability, or any other characteristic protected by applicable law.
What Goldman Sachs employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Goldman Sachs
Sourced by ZipRecruiter
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
New York, NY, US
Year founded
1869