The Client Analyst role at Goldman Sachs' Private Family Office focuses on providing relationship management and support to ultra-high net worth clients. The team emphasizes a holistic approach to financial planning, addressing various areas such as tax preparation, estate planning, and risk management. Client Analysts play a crucial role in managing client data and assisting with day-to-day operations to enhance the client experience. This position requires strong organizational skills and the ability to thrive in a fast-paced environment.

• Bachelor's degree preferred
• Client service experience preferred
• Working knowledge of Word, Excel, Adobe, Outlook, and PowerPoint
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• A strong team player that enjoys working with others
• Ability to maintain a high degree of confidentiality

• Manage client on-boarding and data management to ensure up-to-date information records
• Handle tax data management, including requesting and organizing relevant tax data for client tax returns
• Assist with tax season activities, including quality control of tax returns and liaising with third-party tax preparers
• Complete annual tax mailings and requirements such as foreign reporting forms
• Gather data for the creation of client financial exhibits and assist in preparing certain exhibits when applicable
• Prepare documents for third-party investment subscriptions
• Complete required paperwork for asset transfer and account service requests
• Interface with internal groups to complete various investment and operational tasks
• Monitor and report on quality control metrics
• Create and manage accounts and portals for secure communication with clients and third parties

• 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.