Client Services and Sales Solutions | Analyst | Chicago

Recruiter
Goldman Sachs
Location
Chicago, USA
Salary
Competitive
Posted
02 Dec 2022
Closes
17 Dec 2022
Ref
17992283
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
MORE ABOUT THIS SKILLSET
Executing trades. Answering client questions-on accounts, portfolios and records. Delivering world-class services to our clients and customers.
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.
If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business.
DIVISIONS AND JOB FUNCTIONS
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
  • A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:
    • Leverage your operational background and experience to contribute to a growing business
    • Work closely with Private Wealth Advisors to support their PWM clients
    • Identify opportunities for and coordinate wealth advisory services within client base
    • Manage advisory business implementation and re-balancing
    • Manage cash balances and private banking services in accounts
    • Serve as a key liaison to other areas supporting the PWM Business
    • Plan and manage new account on boarding process
    • Provide overview of client reporting and web capabilities to potential new clients
    • Execute, process and reconcile trading and other investment related transactions
Personal Financial Management (PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients' needs evolve.
  • A Personal Financial Management Professional provides consistent positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner. This requires a pro-active approach and ability to independently carry out the duties. The ideal candidate should exhibit high standards, excellent communication skills, good judgment and ability to take initiative. The ability to effectively manage time and multi-task with attention to detail is critical to this role.
Ayco, A Goldman Sachs Company partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. Hiring teams include:
  • Counseling providesproactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals. Analysts have extensive client interaction and prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance.
  • Coaching delivers management and navigation of personal finances, life events and company benefits through a digital platform with one-on-one guidance from a coach. Analysts will provide comprehensive personal financial planning to clients via a telephone environment.
  • Family Office providessophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
  • Wealth Strategies Group specializes in the design and implementation of wealth protection and wealth transfer strategies for high net-worth clients.
  • Private Wealth Management provides investment-advisory, education, portfolio-management and trade-execution strategies. Analysts serve as key liaison between clients, investment and operations teams.
  • National Tax Group supports clients in tax preparation and dispute resolution; provides targeted advice pertaining to federal and state tax compliance.
Operations is at the core of Goldman Sachs. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that enables business to flow. The Operations division partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm's assets and its reputation. Operations span all product lines and markets.
  • Asset Management Division Operations is responsible for front-to-back operational support to the Goldman Sachs Asset Management and Merchant Bank businesses in service, delivery, and processing functions across the trade, client, and product lifecycle.
BASIC QUALIFICATIONS
  • Bachelor's degree (2019 - June 2023)
  • 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 positive attitude and strong work ethic
  • Strong communication skills (written and verbal)
  • Ability to work in a fast-paced environment
  • Ability to adapt quickly to a variety of industries and businesses
  • Ability to self-direct, analyze and evaluate and form independent judgments
  • Ability to effectively interact and build relationships with senior management and global stakeholders
  • Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
  • Integrity, ethical standards and sound judgment
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., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
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