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Goldman Sachs
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Asset & Wealth Management - Ayco Wealth Service Specialist

Asset & Wealth Management - Ayco Wealth Service Specialist

Goldman Sachs

1 - 3 years

8 - 12 Lacs

bengaluru

Posted:2 weeks ago| Platform:

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Skills Required

income tax wealth management financial planning cash flow wellness investment banking investment management manager quality control microsoft operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

JOB SUMMARY AND RESPONSBILITIES

Serving as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities:

Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals

Work closely with Wealth Advisor teams to support their AYCO 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

Resolve time sensitive client service-related issues, including complex situations

Plan and manage new account onboarding process, asset transfers and other account service requests

Managing the pipeline of new business opportunities in Salesforce

Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.

Facilitate various aspects of client portfolio performance reporting and analysis

Assist with tax activities, including tax return quality control, estimated payments, e-filing

Interface with internal groups to complete various investment and operational tasks.

Complete positive/negative consent client emails, handle exception tracking and comments.

BASIC QUALIFICATIONS

MBA degree with maximum 1 to 3 years of experience

CFP (Certified Financial Planner) will be an added advantage

Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook

Ability to maintain a high level of confidentiality

Enthusiastic and positive approach to problem-solving and client service

Proven track record with cross-training, task-sharing and mutually supportive teamwork

Must be able to be innovative, pro-actively manage time and follow through to complete tasks

Demonstrated excellent verbal and written communication skills

Demonstrated ability to multi-task in a fast-paced environment

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Goldman Sachs

Financial Services

New York

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Asset & Wealth Management - Ayco Wealth Service Specialist