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Ayco Wealth Service Specialist - Analyst Goldman Sachs

1.0 - 5.0 years

0 Lacs

karnataka

On-site

As a Wealth Management Operations Analyst at Goldman Sachs Ayco, your role involves serving as the primary operational driver of the Executive Wealth (EW) team. Your responsibilities include: - Triaging incoming inquiries and tracking client priorities - Assisting Advisor teams in providing comprehensive personal financial planning, investment planning, and tax services to corporate employees, executives, and high-net-worth individuals - Working closely with Wealth Advisor teams to support AYCO clients - Contributing to a growing business with your operational background and experience - Proactively anticipating and recommending solutions to meet client needs and resolving issues related to ...

Posted 3 weeks ago

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