Job
Description
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 corporationsandtheiremployees.Ourconsumerbusiness providesdigitalsolutions forcustomerstobetter 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 anddesign. Job Responsibilities Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential: Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services Perform new account onboarding, asset transfers, account maintenance and other account service requests 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 client/account related activities Assist with various aspects of client portfolio performance reporting Facilitate cash balance oversight and private banking services in accounts Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards Resolve time sensitive client service-related issues, including but not limited to complex situations Managing the pipeline of new business opportunities in Salesforce Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to problem solve effectively Our Wealth Service Specialist support all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business. Basic Qualifications Four-year degree or higher in Management, Finance, Accounting orEconomics. Indepth understandingofProcesses andProceduresforclienton-boarding,accountmaintenance, and accountfunding. Acquaintance with different financial instruments (Stocks, Options, FixedIncome, Debt) Priorexperienceinwealthmanagementoperationsorinvestmentprocessimplementation isa plus. Excellent organizationalskills. Superior written and verbal communicationskills. Ability to maintain a high level ofconfidentiality Enthusiastic and positive approach to problem-solving and clientservice. Proven track record with cross training, task-sharing and mutually supportiveteamwork. Innovative thought processes and pro-active time management and task completionfollow-through.
