Asset and Wealth Management Professional

4 days ago

Albany, New York, United States Goldman Sachs Full time

Empowering Client Success

At Goldman Sachs, we seek a highly motivated and detail-oriented Wealth Management Professional to support our Private Wealth Advisors and clients in Albany, NY. As a key member of our team, you will provide exceptional client service, operational support, and risk management expertise to drive business growth and client satisfaction.

Key Responsibilities

  • Work closely with Private Wealth Advisors to support their PWM clients and provide comprehensive support to Private Wealth Advisors and PWA client accounts.
  • Leverage your operational background and experience to contribute to a growing business and 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, respond to questions from clients, Ayco account managers, and their teams relating to PWA client accounts, and resolve time-sensitive client service-related issues.
  • Facilitate and execute transactions in accordance with client and PWA instructions and consistent with internal policies and procedures.
  • Oversee the establishment of client files in accordance with required guidelines and provide overview of client reporting and web capabilities to potential new clients.
  • Plan and manage new account onboarding process and may lead a group of Analysts and provide oversight for workflow, tasks, and act as a resource for escalated issues.

Requirements

  • Bachelor's degree required.
  • Series 7 & 63 required, or must be obtained within 4 months of hire.
  • Interest in Financial Services Industry.
  • Self-motivated and able to work in an autonomous, yet collaborative environment.
  • Must have demonstrated the ability to be detail-oriented, self-motivated, and capable of working in a team environment.
  • Strong interest in client service.
  • Demonstrated excellent verbal and written communication skills.
  • Demonstrated ability to multi-task in a fast-paced environment.
  • Proficiency in Microsoft Office programs (ex. Outlook, Excel, and Word).

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, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found at https://www.goldmansachs.com/careers/benefits/.

  • Wealth Management Professional

    4 weeks ago

    Albany, New York, United States UHY Wealth Management Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Advisory Assistant to join our team at UHY Wealth Management. As a key member of our wealth management team, you will be responsible for providing exceptional client service, executing trades, and performing various administrative tasks to support the department.Key...

  • Wealth Management Associate

    3 weeks ago

    Albany, New York, United States UHY Wealth Management Full time

    Job Title: Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at UHY Wealth Management. As a Wealth Management Associate, you will play a critical role in supporting our wealth advisory team in delivering exceptional client service and achieving business objectives.Key...

  • Asset and Wealth Management Professional

    4 weeks ago

    Albany, New York, United States Goldman Sachs Full time

    Join Our Team as a Wealth Management ProfessionalWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service, operational support, and risk management to our Private Wealth Advisors and...

  • Asset and Wealth Management Professional

    4 weeks ago

    Albany, New York, United States Goldman Sachs Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Centralized Wealth Management team, you will provide comprehensive support to our Private Wealth Advisors and their clients, ensuring exceptional client service and operational excellence.Key...

  • Asset and Wealth Management Professional

    3 weeks ago

    Albany, New York, United States Goldman Sachs Full time

    Unlock Your PotentialAre you a detail-oriented and self-motivated individual with a passion for client service and a desire to work in a fast-paced environment? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who...

  • Asset & Wealth Management Professional

    1 month ago

    Albany, New York, United States Goldman Sachs Full time

    About Our BusinessAt Goldman Sachs, we are a leading global investment banking, securities and investment management firm. Our commitment is to empower clients and customers around the world to reach their financial goals.Our Wealth Management BusinessWe provide financial planning, investment management, banking and comprehensive advice to a wide range of...

  • Wealth Management Associate

    3 days ago

    Albany, New York, United States Fusco Personnel, Inc. Full time

    Job OverviewFusco Personnel is seeking a highly skilled Client Wealth Coordinator to join a growing Wealth Management Firm in the Capital District area.Key ResponsibilitiesProvide exceptional client service and support to wealth management clientsAssist with daily operations, including data entry, record-keeping, and communication with clients and team...

  • Asset Manager

    4 weeks ago

    Albany, New York, United States Quantum Ventures Full time

    About Quantum VenturesWe are a municipal energy provider and innovative service provider, deeply rooted in the community of Albany. Our mission is to create a warm and welcoming environment for our customers, while providing a fast and efficient digital window to the world.Our OfferPermanent employment with fair and development-oriented compensationVaried...

  • Asset Protection Professional

    3 days ago

    Albany, New York, United States Home Depot Full time

    Job SummaryAs an Asset Protection Specialist at Home Depot, you will play a critical role in preventing financial loss caused by theft and fraud. You will support safety and environmental program compliance in your assigned store or multiple stores.Key ResponsibilitiesPrevent financial loss by identifying incidents of theft and fraud, reviewing CCTV and...

  • Asset Protection Professional

    4 days ago

    Albany, New York, United States Home Depot Full time

    Job Title: Asset Protection SpecialistAt Home Depot, we're committed to providing a safe and secure environment for our customers and employees. As an Asset Protection Specialist, you'll play a critical role in preventing financial loss caused by theft and fraud.Key Responsibilities:Prevent financial loss by identifying and investigating incidents of theft...

  • Asset Manager

    23 hours ago

    Albany, New York, United States Hudson Housing Authority Full time

    Job DescriptionAs a key member of the Hudson Housing Authority team, the Asset Manager plays a critical role in the comprehensive management of the organization's properties. This position is responsible for overseeing the overall property management functions, including maintenance and upkeep, environmental systems, grounds, and fiscal administration. The...

  • Home Healthcare Professional

    4 weeks ago

    Albany, New York, United States Professional Case Management Full time

    Make a Difference in the Lives of OthersHiring Personal Care Attendants in OhioAt Professional Case Management, we are dedicated to providing exceptional in-home healthcare services to those who have served our country. We are seeking compassionate and skilled Personal Care Attendants (PCAs) to join our team.Why Work with Us?Create your own schedule to...

  • Financial Services Professional

    4 weeks ago

    Albany, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional service and sales solutions.Key...

  • Financial Services Professional

    4 weeks ago

    Albany, New York, United States Citizens Full time

    Job OverviewCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional service and sales solutions.Key...

  • Financial Services Professional

    3 days ago

    Albany, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesProactively identify and sell a broad array of Investment and Insurance products to customers.Deliver...

  • Director - Vendor, Regional Asset & Process Management

    3 weeks ago

    Albany, New York, United States American Express Full time

    About the RoleWe are seeking a highly skilled and experienced Director to lead our Vendor, Regional Asset & Process Management team. As a key member of our organization, you will be responsible for driving autonomous decision-making and ensuring visibility and accountability across the region.Key ResponsibilitiesAccountable for all Vendor partners in...

  • Financial Services Associate

    6 days ago

    Albany, New York, United States The Colony Group Full time

    Client Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at The Colony Group. As a key member of our financial advisory team, you will be responsible for providing exceptional client service and support to our high-net-worth and ultra-high-net-worth clients.Key Responsibilities:Assist clients and...

  • Asset Protection Specialist

    3 weeks ago

    Albany, New York, United States Home Depot Full time

    Home Depot **Job Summary:** As an Asset Protection Specialist at Home Depot, you will play a critical role in preventing financial loss caused by theft and fraud. **Key Responsibilities:** * Prevent financial loss caused by theft and fraud * Support safety and environmental program compliance in your assigned store or multiple stores * Identify incidents...

  • Asset Protection Specialist

    2 weeks ago

    Albany, New York, United States Macy's Inc. Full time

    Job SummaryMacy's Inc is seeking a skilled Asset Protection Detective to join our team. As an Asset Protection Detective, you will play a critical role in protecting our company's assets and ensuring a safe shopping environment for our customers.Key ResponsibilitiesInvestigate and apprehend shoplifters and dishonest employeesRecover stolen merchandise and...

  • Event Marketing Manager

    4 days ago

    Albany, New York, United States Broadridge Financial Solutions , Inc. Full time

    Job SummaryWe are seeking a highly skilled Event Marketing Manager to join our team at Broadridge Financial Solutions, Inc. As a key member of our marketing team, you will be responsible for developing and executing world-class in-person and virtual events that drive revenue, pipeline development, and client engagement.Key ResponsibilitiesPartner with...