Wealth Management - Wealth Service Specialist Ayco - Analyst

About Goldman Sachs

Your Impact

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the boxOur client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals. We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

About 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.

Goldman Sachs Ayco

Goldman Sachs Ayco (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.

HOW YOU WILL FULFILL YOUR POTENTIAL:

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.

QUALIFICATIONS

Skills Experience we are looking for:

1. Bachelor s degree in Finance required as minimum, MBA/CA/CFA preferred
2. Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook
3. Ability to maintain a high level of confidentiality
4. Enthusiastic and positive approach to problem-solving and client service
5. Proven track record with cross-training, task-sharing and mutually supportive teamwork
6. Must be able to be innovative, pro-actively manage time and follow through to complete tasks
7. Demonstrated excellent verbal and written communication skills
8. Demonstrated ability to multi-task in a fast-paced environment

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