• 55,000 - 75,000
  • Albany, New York

55,000 - 75,000

Albany, New York

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YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our

financial counseling professionals

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

AYCO Financial Counseling (AYCO)

Goldman Sachs Ayco Financial Counseling (Ayco) 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 guidedimplementation across seven key financial disciplines, including employee benefit planning.

A

Client Analyst

HOW YOU WILL FULFILL YOUR POTENTIAL

Serving as the primary operational driver of the Executive Financial Management (EFM) team by triaging incoming inquiries and tracking client priorities

  • Managing the pipeline of new business opportunities in Salesforce
  • Client on-boarding, data management and contracting
  • Preparing, submitting and tracking of new brokerage accountsthrough tofunding
  • Introducing clients to the firm's digital platform and providing clients with an overview of website features
  • Monitor and resolve client billing and contract issues
  • Schedule client meetings and support and monitor quality controlrequirements
  • Assist with tax season activities, including tax return quality control, estimated payments and e-filing
  • Prepare documents for 3rd party investment accounts interfacing with the Data Integration team to resolve issues
  • Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)
  • Interface with internal groups to complete various investment and operational tasks, including
    • Various items relating to Goldman/Fidelity accounts
    • Special Investments and Private Equity requests
    • Fixed Income groups for keep/sell analyses and funding exceptions
    • Client Data Management for data management and updating of Ayco records
  • Initiating and tracking status of Annual Letter Mailings
  • Completion of call backs and knowledge-based authentication as required
  • Complete positive/negative consent client emails, handle exception tracking and comments
  • Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations
  • Request investment account performance reports from Private Wealth Management

QUALIFICATIONS

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • Bachelor's degree preferred
  • Working knowledge of Word, Excel, Outlook and Powerpoint
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Excellent communications skills team focused
  • Extremely organized and detail-oriented
  • Client service experience preferred

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. Were 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

The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

The expected base salary for this Albany, New York, United States-based position is $55000-$75000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Salary Range

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

Benefits

here