Client Services and Sales Solutions | Analyst | Ch

at Goldman Sachs & Co in Chicago, Illinois, United States

Job Description

MORE ABOUT THIS SKILLSET
Helping clients navigate markets to support their investment goals.
Individuals across these teams have strong communication, integrity, time management and problem-solving skills. It is also key for these colleagues to embody a client-first mentality, exercising good judgment, tact and diplomacy when interacting with clients, executives and other levels of management.
If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business.
DIVISIONS AND JOB FUNCTIONS
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:
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 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 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
Ayco, A Goldman Sachs Company 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. Hiring teams include:
Counseling provides proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals. Analysts have extensive client interaction and prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance,
Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
Wealth Strategies Group specializes in the design and implementation of wealth protection and wealth transfer strategies for high net-worth clients.
Private Wealth Management provides investment-advisory, education, portfolio-management, and trade-execution strategies. Analysts serve as key liaison between clients, investment, and operations teams.
Operations partners with all areas of Goldman Sachs to deliver our institutional, consumer and asset management businesses and to provide a seamless experience for our clients. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that enables business to flow.
We manage and process our clients' business, including onboarding, post-trade processing and regulatory compliance. Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience. We drive process and technology change to scale and automate our businesses.
Asset Management Operations provides customized service to our clients and enable our business to grow the Asset Management franchise across... For full info follow application link.

The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.