YOUR IMPACT
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 to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
AYCO Financial Counseling (AYCO) Goldman Sachs Ayco Financial Counseling (Ayco) 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.
Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. The primary function of this position is to provide comprehensive support to Goldman Sachs Ayco Advisors and client accounts, including issue-spotting and generating investment ideas to assist the Advisor. An Analyst may also be responsible for oversight of daily workflow and other supervisory related tasks.
HOW YOU WILL FULFILL YOUR POTENTIAL
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 on boarding 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
SKILLS & EXPERIENCE WE’RE LOOKING FOR
QUALIFICATIONS
• 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.
• Must have demonstrated the ability to be detail-oriented, self-motivated 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)
