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Asset and Wealth Management Professional

2 months ago

Albany, New York, United States Goldman Sachs Full time
Job Summary

We 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 Responsibilities
  • Work closely with Private Wealth Advisors to support their PWM clients, providing operational support and risk management.
  • Leverage your analytical skills to contribute to a growing business, identifying opportunities for process improvement and implementing solutions.
  • Proactively anticipate and recommend solutions to meet client needs and/or resolve issues surrounding investment-related transactions.
  • Manage cash balances and private banking services in accounts, ensuring accurate and timely execution.
  • Respond to client inquiries and resolve time-sensitive client service-related issues, including complex situations.
  • 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.
  • Provide overview of client reporting and web capabilities to potential new clients.
  • Plan and manage new account onboarding process.
  • 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/.

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 https://www.goldmansachs.com/careers/.