Asset & Wealth Management Operations - Client Services - Analyst, Chicago

Overview

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, building meaningful relationships with your clients.

Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance, combining traditional and alternative investments. We provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

The Client Service position in Shareholder Services is ideal for someone who seeks to deepen client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, intellectually curious, and comfortable with a fast-paced, high-energy environment and heavy client interaction. This role involves front-line communication with institutional clients, financial advisors and sales partners and is responsible for managing client service needs across sales territories, channels and client types.

To accomplish this goal, this role interacts with many areas of the firm (including Sales, Portfolio Management, Product Management and Legal/Compliance) in a professional, knowledgeable, and diligent manner to add value to the client experience.

• Managing client relationships by serving as the primary point of contact with clients and sales channels.
• Providing a full range of services, including answering client inquiries for fund/portfolio information and literature, acting as the point person for any client-related issues, and managing client lifecycle events.
• Communicating and working closely with the sales force to provide high-quality service to our clients.
• Analyzing and problem solving, both independently and with the team.
• Monitoring and escalating service issues to ensure a high-quality response to clients.
• Working on special value projects as necessary (e.g., asset development/retention, automation-related projects).
• Partnering with Management and other Service Representatives to build long-term, successful and scalable service models.
• Cultivating a service environment targeted toward enhancing the client experience.

• Ability to deliver superior client service to internal and external clients.
• Keen attention to detail and a high sense of urgency, meeting client needs in a thorough and efficient manner.
• Excellent understanding of asset management products such as Money Market Funds, Mutual Funds, Collective Trusts, SMA, or Alternative Investments. Preferred understanding from the service perspective regarding Alternative Investment vehicles.
• Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment.
• Strong organizational, leadership, interpersonal and time management skills.
• Expert PC skills including MS Word, MS Excel, MS Access and MS PowerPoint.
• Bachelor’s degree required.

• Preferred 1-3 years of relevant client service experience in a financial services industry environment.
• NASD Series 7 and Series 63 preferred (should be obtained within first 60 days on the…