- SALARY:NONE
- Dallas, Texas
Dallas, Texas
JOB SUMMARY & RESPONSIBILITIES
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 provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
YOUR IMPACT
OUR IMPACT
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.
Wealth Management
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 guided implementation across seven key financial disciplines, including employee benefit planning.
GS Ayco
A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. Client Analysts play an integral role on the team in tracking the pipeline of business growth opportunities and are the main point of contact with clients in managing the onboarding process, as well as the ongoing operational client experience.
Serving as the primary operational driver of the Executive Financial Management (EFM) team by triaging incoming inquiries and tracking client priorities
HOW YOU WILL FULFILL YOUR POTENTIAL
Prepare documents for 3rd party investment accounts interfacing with the Data Integration team to resolve issues
QUALIFICATIONS
Bachelor's degree preferred
SKILLS & EXPERIENCE WE'RE LOOKING FOR
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.
ABOUT GOLDMAN SACHS