Rachel Goetz

About Rachel Goetz

I am currently majoring in Entrepreneurship with a minor in sales at Grove City College. My work experiences have allowed me to see firsthand how businesses are run and understand the background to build relationships with clients and the banking industry. I am originally from Mars, Pennsylvania and have loved living in the Pittsburgh area. When looking at colleges, I looked for a top-notch Entrepreneurial program and I chose Grove City, ranked number nine best school in Pennsylvania and 114th in the nation. My five-year plan includes creating and running my own business, working in sales and/real estate, and giving back to my community and those in need. My education and activities at Grove City have already helped prepare me for a successful business career.

Experience

1. Client Assistant

   Baird

   Jan 2024 — Present · Wexford, PA, US

   Responsibilities include supporting Financial Advisor(s) by coordinating client onboarding, preparing new account paperwork, and managing the prospect pipeline to ensure a seamless transition of assets. Maintaining communication with clients, responding to inquiries, and scheduling meetings while ensuring compliance with regulatory policies and firm procedures. Preparing reports and meeting materials, managing CRM updates, and contributing to the development of ongoing service plans to strengthen client relationships. Collaborating with internal departments to provide customized wealth management solutions and assisting with marketing efforts, including social media updates and client event coordination. Monitoring daily investment opportunities and account activities to help drive advisor engagement and business growth.