Client Services and Sales Solutions Analyst
6 days ago
We are seeking a highly skilled and detail-oriented professional to join our Private Wealth Management team as a Client Services and Sales Solutions Analyst. In this role, you will be responsible for providing exceptional client service and support to our high net worth individuals, their families, and foundations.
Key Responsibilities- Develop and implement customized investment strategies for clients
- Provide operational support to sales teams in the implementation of new client accounts, trade execution, and liquidity management
- Manage advisory business implementation and re-balancing
- Manage cash balances and private banking services in accounts
- Serve as a key liaison to other areas supporting the PWM Business
- Plan and manage new account onboarding process
- Provide overview of client reporting and web capabilities to potential new clients
- Execute, process and reconcile trading and other investment related transactions
- Bachelor's degree
- 0-3 years of prior work experience in a relevant field
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple projects with competing deadlines
- Team player with positive attitude and strong work ethic
- Strong communication skills (written and verbal)
- Ability to work in a fast-paced environment
- Ability to adapt quickly to a variety of industries and businesses
- Ability to self-direct, analyze and evaluate and form independent judgments
- Ability to effectively interact and build relationships with senior management and global stakeholders
- Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
- Integrity, ethical standards and sound judgment
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.
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