Wealth Management Client Experience

MORE ABOUT THIS SKILLSET

Partnering with our wealth management clients to provide exceptional client service, operational support and risk management. Answering client questions-on accounts, portfolios and records. Delivering world-class services to our clients and customers.

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our client and customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving. SIE, Series 7, 63 and/or 66 may be required (must be obtained within three months of employment).

Please note division and function examples are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business need. Specific roles will be confirmed through the interview process. 

DIVISIONS AND JOB FUNCTIONS

Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

• A Wealth Management Professional works directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience.  Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client's investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management.

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

• A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. Client Analysts play an integral role on the team in tracking the pipeline of business growth opportunities and are the main point of contact with clients in managing the onboarding process, as well as the ongoing operational client experience. 

BASIC QUALIFICATIONS

• 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 
• Strong interest in client service
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• SIE, Series 7, 63 and/or 66 may be required, and if so must be obtained within three months of employment

Salary Range 
The expected base salary for this Los Angeles, California, United States-based position is $60000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

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 GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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