LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

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

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

The Analyst will serve as a front-line client service representative within Shareholder Services, managing relationships with institutional clients, financial advisors and sales partners. Responsibilities include answering client inquiries, managing client lifecycle events, escalating service issues, and collaborating across Sales, Portfolio Management, Product and Legal/Compliance. The role requires strong attention to detail, problem-solving, and participation in projects such as automation and asset retention to improve scalable service models.

Compensation
$55,000 – $80,000 USD

Currency: $ (USD)

City
Chicago
Country
United States

Full Job Description

Asset & Wealth Management Operations - Client Services - Analyst, ChicagoChicago, Illinois, United States
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)Chicago
JOB FUNCTIONClient Services - Operations
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 55,000 - 80,000

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 expect to 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. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Summary

The Client Service position in Shareholder Services is ideal for the person who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, intellectually curious, enjoys a very fast paced/high energy work environment, welcoming the demands of heavy client interaction. This role involves front line communication with our Institutional clients, financial advisors and sales partners and is responsible for managing client service needs across sales territories, sales 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 in order to add value to the client experience.

PRIMARY RESPONSIBILITIES:

· Managing client relationships by serving as primary point of contact with clients & 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.

· Monitors and escalates service issues to ensure a high quality response to clients.

· Work on special value projects as necessary (i.e. asset development/retention, automation related projects).

· Partner with Management and other Service Representative's to build long term successful & scalable service models.

· Cultivate a service environment targeted towards enhancing the client experience.

QUALIFICATIONS:

· Ability to deliver superior client service to internal and external clients

· Keen attention to detail and 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 Power Point

· Bachelor’s degree required

WORK EXPERIENCE:

· 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 job) 
 

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 

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Salary Range 
The expected base salary for this Chicago, Illinois, United States-based position is $55000-$80000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits 
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

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

Compensation

$55,000 – $80,000 USD

City: Chicago

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

The Analyst will serve as a front-line client service representative within Shareholder Services, managing relationships with institutional clients, financial advisors and sales partners. Responsibilities include answering client inquiries, managing client lifecycle events, escalating service issues, and collaborating across Sales, Portfolio Management, Product and Legal/Compliance. The role requires strong attention to detail, problem-solving, and participation in projects such as automation and asset retention to improve scalable service models.

Full Job Description

Asset & Wealth Management Operations - Client Services - Analyst, ChicagoChicago, Illinois, United States
Opportunity Overview
CORPORATE TITLEAnalyst
OFFICE LOCATION(S)Chicago
JOB FUNCTIONClient Services - Operations
DIVISIONAsset & Wealth Management
SALARY RANGEUSD 55,000 - 80,000

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 expect to 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. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Summary

The Client Service position in Shareholder Services is ideal for the person who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, intellectually curious, enjoys a very fast paced/high energy work environment, welcoming the demands of heavy client interaction. This role involves front line communication with our Institutional clients, financial advisors and sales partners and is responsible for managing client service needs across sales territories, sales 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 in order to add value to the client experience.

PRIMARY RESPONSIBILITIES:

· Managing client relationships by serving as primary point of contact with clients & 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.

· Monitors and escalates service issues to ensure a high quality response to clients.

· Work on special value projects as necessary (i.e. asset development/retention, automation related projects).

· Partner with Management and other Service Representative's to build long term successful & scalable service models.

· Cultivate a service environment targeted towards enhancing the client experience.

QUALIFICATIONS:

· Ability to deliver superior client service to internal and external clients

· Keen attention to detail and 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 Power Point

· Bachelor’s degree required

WORK EXPERIENCE:

· 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 job) 
 

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 

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Salary Range 
The expected base salary for this Chicago, Illinois, United States-based position is $55000-$80000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits 
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More