Wealth Management Client Experience | Analyst | New York, NY

Partnering with our Private Wealth Clients to provide 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 and 63 required (must be obtained within three months of employment).

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.
  
  
  
  • Leverage your operational background and experience to contribute to a growing business
  • Work closely with Private Wealth Advisors to support their PWM clients
  • Identify opportunities for and coordinate wealth advisory services within client base
  • Manage advisory business implementation and rebalancing
  • 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 on boarding process
  • Provide overview of client reporting and web capabilities to potential new clients
  • Execute, process and reconcile trading and other investment related transactions
  
  

Salary Range

The expected base salary for this New York, New York, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.