Wealth Management-Albany-Analyst-Client Services
7 days ago
Operations Role At Goldman SachsAt Goldman Sachs, we connect people, capital, and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities, and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. For us, it's all about bringing together people who are curious, collaborative, and have the drive to make things possible for our clients and communities.Job SummaryOperations is a dynamic, multi-faceted function that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. We are committed to building a culturally diverse environment and are proud to be an equal opportunity employer.ResponsibilitiesReview and process pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.Proactively monitor client policies by developing policy reviews, ensure premiums are paid, etc.Scheduling client calls to review their in force policies and answer questions.Coordinate and process team specific tasks as requested by the business.Perform quality reviews of other team members completed work and ensure data accuracy.Work across multiple systems and platforms.Interface with teams and businesses to resolve on-going issues and answer specific policy questions.Provide support and work on special projects as requested.Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.Qualifications / RequirementsBachelor's degree requiredWorking knowledge of certain Microsoft products including Word, Windows, PowerPoint, Excel, and OutlookActive life and health insurance license preferredSeries 6 or 7 registration preferredSeries 63 or 66 registration preferredSound judgment and outstanding attention to detailProven analytical skills and problem solving abilitySuperior written and verbal communication skillsAbility to work collaboratively with all levels of the organizationFlexible and able to work well under pressure in a team environmentAbility to work independently and maintain confidentialitySelf-motivatedExcellent time management and organizational skillsAbility to multi-taskSalary Range The expected base salary for this Albany, New York, United States-based position is $50000-$72000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings can be found here.
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Albany, United States Goldman Sachs Full timeAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s...
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Albany, NY, United States Goldman Sachs Full timeJob Description At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals....
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Albany, NY, United States The Goldman Sachs Group Full timeAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's...
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Albany, NY, United States Goldman Sachs Full timeJob Description At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals....
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Albany, NY, United States Goldman Sachs Full timeJob Description At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals....
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Albany, NY, United States The Goldman Sachs Group Full timeAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's...
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Albany, NY, United States Goldman Sachs Full timeJob Description At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals....
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Albany, NY, United States Goldman Sachs Full timeJob Description At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals....
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Albany, NY, United States The Goldman Sachs Group Full timeAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's...
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Albany, NY, United States Goldman Sachs Full timeAbout Us About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of the...
