Job Description
Wealth Management Client Experience | Analyst | San Francisco, CA
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 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 troubleshooting and problem solving. SIE, Series 7, 63, and/or 66 may be required (must be obtained within three months of employment).
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.
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. Main responsibilities include managing the onboarding of client relationships, ensuring client investment objectives are met, managing fraud risk, trade execution, liquidity management, and ongoing relationship management.
BASIC QUALIFICATIONS
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 a 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 the 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 San Francisco, California-based position is $60,000-$125,000. 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.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
#J-18808-Ljbffr Goldman Sachs Bank AG
Job Tags
Work experience placement,