Job Description

Goldman Sachs is seeking Wealth Management Professionals to provide operational support and exceptional client service. The role involves working closely with Ayco Advisors to manage client accounts, resolve issues, and facilitate transactions in a fast-paced environment.

Requirements

Bachelor’s degree required
Series 7 & 63 required, or must be obtained within 4 months of hire
Interest in Financial Services Industry
Self-motivated and able to work in an autonomous, yet collaborative environment
Demonstrated ability to be detail-oriented and capable of working in a team environment
Strong interest in client service
Demonstrated excellent verbal and written communication skills
Demonstrated ability to multi-task in a fast-paced environment
Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word)

Responsibilities

Work closely with Goldman Sachs Ayco Advisors to support their clients
Leverage your operational background and experience to contribute to a growing business
Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
Manage cash balances and private banking services in accounts
Respond to questions from clients, Ayco account managers and their teams relating to client accounts
Resolve time sensitive client service-related issues, including complex situations
Facilitate and execute transactions in accordance with client and Advisor instructions and consistent with internal policies and procedure
Provide overview of client reporting and web capabilities to potential new clients
Plan and manage new account onboarding process
May lead a group of Analysts and provide oversight for workflow, tasks and act as a resource for escalated issues
Perform any and all additional duties as assigned by the Managing Director and/or Ayco Management team

Benefits

Employees at Goldman Sachs are often offered comprehensive benefits, including medical, dental, life and disability coverage, generous vacation and holidays, and robust wellness resources such as EAP counseling, medical advocacy, on-site/virtual health services, and fitness support. Financial perks typically include retirement savings programs, live financial education, education support, and wealth-creation opportunities through equity awards and select investment programs. Many locations also provide family benefits (childcare resources, parental and family leaves, adoption/surrogacy support) and flexible work options like part-time schedules, job sharing, telecommuting, and alternate hours.