CWM-Marcus by Goldman Sachs- Specialty Servicing Specialist- Draper, UT/Richardson, TX
3 weeks ago
Consumer and Wealth Management (CWM)
Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.
Consumer
The firm’s Consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a startup with more than 150 years of experience. Today, we serve millions of customers across multiple products including lending, deposits, financial tools, and our partnership with Apple on Apple Card. We use innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. As we build a leading digital consumer bank and expand into new products and partnerships, we are looking for leaders and individual contributors to join our team.
Responsibilities:
- Manage client relationships by serving as primary point of contact with clients
- Provide a full range of services, including answering client inquiries for fund/portfolio information, and acting as the point person for any client-related issues
- Working closely with product teams to provide high quality service to our clients
- Ability to analyze and offer solutions to client requests via email, phone, or chat
- Analyze and problem solve, both independently and with the team
- Participate on projects as necessary to enhance client experience
- Abide by applicable regulatory and departmental policies and procedures
- Work closely with clients and client managers to ensure a seamless customer experience
Basic Qualifications:
- Minimum 2 years of client service experience
- Ability to deliver superior client service to internal and external clients
- Excellent interpersonal, relationship building and communication (written and verbal) skills
- Strong analytical, problem solving, facilitation, organization, and time management skills
- Ability to work well in a fast-paced environment
- Keen attention to detail
- Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
- Ability to work a flexible schedule
Preferred Qualifications:
- Bachelor’s degree in business, communications or other related field
- Previous experience working with an investment product
- Client Relationship Management (CRM) experience preferable
- High Net Worth customer experience preferable
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at .
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:
© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
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