Asset & Wealth Management - Vice President, Client Services - Operations (Chicago)
Posted 16 days ago
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The Client Service Vice President in Asset & Wealth Management Shareholder Services leads a team supporting Separately Managed Accounts (SMAs) and serves as the primary client and sales contact for third‑party wealth clients. The role manages client onboarding, escalations, lifecycle events and works closely with Sales, Portfolio Management, Product, Legal, Compliance and trading desks to resolve issues. It also drives service model improvements and automation/value projects while providing coaching and quality feedback to the team. The position requires a bachelor’s degree, strong MS Office skills, FINRA Series 7 and 63 (Series 24 preferred) and typically 5+ years of relevant financial services client experience.
- Compensation
- $90,000 – $230,000 USD
- City
- Chicago
- Country
- United States
Currency: $ (USD)
Full Job Description
Asset & Wealth Management Operations-Chicago-Vice President-Client Services - Operations
YOUR IMPACT
The position of Client Service Vice President in Shareholder Services is ideal for someone who seeks to deepen his or her client service management focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, and welcomes the demands of leading a team with heavy client interaction. This role involves front line communication with our Third Party Wealth clients and internal sales partners, specifically for Separately Managed Accounts (SMAs) 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 other Operations teams, Sales, Portfolio Management, Product Management, Legal, and Compliance in a professional, knowledgeable, and diligent manner to add value to the client experience. This position requires a thorough understanding of a client service environment and may participate in business development initiatives related to SMAs which could require an in-depth understanding of the industry, our client base, and systems.
OUR IMPACT
Goldman Sachs (GS) Asset Management delivers innovative investment solutions through a global,
multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Within GS Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of GS Asset Management investment products, provides consultative services, scale and controls, all while focused on being accretive financially to the business. The Service team plays a critical role within Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.
PRIMARY RESPONSIBILITIES:
- Manage a team of Analysts and Associates that support client relationships by serving as primary point of contact with clients & sales channels
- Collaborate with management of the client onboarding team to ensure partnership across teams
- Manage escalations and resolution for a full range of services including: supporting client onboarding, answering client inquiries for fund/portfolio information, any client-related issues, and executing 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
- Working on special value projects as necessary (i.e., asset development/retention, automation related projects).
- Partnering with Management and other Service Representatives to build long term successful & scalable service models
- Working closely with the firm's trading desks on escalations related to trading activity on all client accounts
- Providing ongoing feedback to the team regarding service quality, training, and coaching to increase the effectiveness and consistency of service and relationship management
- Cultivating a service environment targeted towards enhancing the client experience
QUALIFICATIONS:
- Ability to deliver superior client service to internal and external clients
- Critical thinking, analytical, and problem-solving skills
- Outstanding leadership, time management, and relationship management skills
- Resourceful individual with high intellectual curiosity
- Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
- High caliber individual with experience in financial services and specifically Separately Managed Accounts and service to Financial Advisors
- Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment
- Proficient PC skills including MS Word, MS Excel, and MS Power Point
- Bachelor’s degree required
WORK EXPERIENCE:
- Preferred 5+ years of relevant client service experience in a financial services industry environment.
- FINRA Series 7 and Series 63
- FINRA Series 24 preferred (should be obtained within first 60 days on the job)
ABOUT GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
