Job Description

Wealth Management Client Experience | Analyst | New York, NY Opportunity Overview CORPORATE TITLE: Analyst OFFICE LOCATION(S): New York DIVISION: Skillset

MORE ABOUT THIS SKILLSET

Partnering with our Private Wealth Clients to provide exceptional client service, operational support, and risk management. Answering client questions—on accounts, portfolios, and records. Delivering world-class services to our clients and customers. Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem-solve and think outside the box? Our client and customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving. SIE, Series 7, and 63 required (must be obtained within three months of employment).

DIVISIONS AND JOB FUNCTIONS

Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities, and global reach. A Wealth Management Professional works directly with our clients to provide exceptional client service, operational support, and risk management. They serve as a primary point of contact for clients and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities include: Managing the onboarding of client relationships Ensuring we are meeting our client’s investment objectives Managing fraud risk, trade execution, liquidity management, and ongoing relationship management Leveraging your operational background and experience to contribute to a growing business Working closely with Private Wealth Advisors to support their PWM clients Identifying opportunities for and coordinating wealth advisory services within the client base Managing advisory business implementation and rebalancing Managing cash balances and private banking services in accounts Serving as a key liaison to other areas supporting the PWM Business Planning and managing the new account onboarding process Providing an overview of client reporting and web capabilities to potential new clients Executing, processing, and reconciling trading and other investment-related transactions

BASIC QUALIFICATIONS

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 a positive attitude and strong work ethic Strong communication skills (written and verbal) Ability to work in a fast-paced environment Strong interest in client service Commercially savvy with the ability to exercise discretion regarding highly confidential/sensitive information Series 7 and 63 will be required and must be obtained within three months of employment Salary Range The expected base salary for this New York, New York, United States-based position is $75,000-$125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

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 opportunities to grow professionally and personally. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity. Benefits 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. 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. 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. 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). 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. #J-18808-Ljbffr Goldman Sachs Bank AG

Job Tags

Full time, Temporary work, Work experience placement,

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