Asset & Wealth Management Operations-Associate-Chicago-Client Services - Operations

Goldman Sachs; Chicago (IL); On-site; USD 65,000 - 120,000; Full time

Job summary

A leading global financial services firm seeks an Asset & Wealth Management Operations Associate in Chicago. This role focuses on enhancing client service and relationship management within the asset management sector, requiring strong analytical skills and a detail-oriented approach. Candidates should have a bachelor's degree and relevant experience in financial services.

Qualifications

• 3 or more years of relevant client service experience in a financial services industry environment.
• Proficient in MS Office Suite.
• FINRA Series 7 and Series 63 preferred.

Responsibilities

• Managing client relationships as primary point of contact.
• Supporting client onboarding and answering inquiries.
• Monitoring and escalating service issues.

Skills

Client service

Relationship management

Analytical skills

Problem-solving

Attention to detail

Communication

Education

Bachelor’s degree

Tools

MS Word

MS Excel

MS Access

MS PowerPoint

Job description

Asset & Wealth Management Operations-Associate-Chicago-Client Services - Operations

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Asset & Wealth Management Operations-Associate-Chicago-Client Services - Operations

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Job Description

This role is ideal for someone who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, and welcomes the demands of heavy client interaction. This role involves front line communication with our Third Party Wealth clients and sales partners, specifically for Separately Managed Accounts (SMAs) and is responsible for managing client service needs across sales territories, sales channels and client types. This role interacts with many areas of the firm including Sales, Portfolio Management, Product Management, Legal, and Compliance in a professional, knowledgeable, and diligent manner in order 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.

Job Description

This role is ideal for someone who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, and welcomes the demands of heavy client interaction. This role involves front line communication with our Third Party Wealth clients and sales partners, specifically for Separately Managed Accounts (SMAs) and is responsible for managing client service needs across sales territories, sales channels and client types. This role interacts with many areas of the firm including Sales, Portfolio Management, Product Management, Legal, and Compliance in a professional, knowledgeable, and diligent manner in order 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.

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.

YOUR IMPACT

The position of Client Service Analyst in Shareholder Services is ideal for someone who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, and welcomes the demands of heavy client interaction. This role involves front line communication with our Third Party Wealth clients and sales partners, specifically for Separately Managed Accounts (SMAs) and is responsible for managing client service needs across sales territories, sales channels and client types. This role interacts with many areas of the firm including Sales, Portfolio Management, Product Management, Legal, and Compliance in a professional, knowledgeable, and diligent manner in order 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 Client Onboarding 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

• Managing client relationships by serving as primary point of contact with clients & sales channels
• Providing a full range of services: including supporting client onboarding, answering client inquiries for fund/portfolio information and literature, acting as the point person for 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
• Monitoring and escalating service issues to ensure a high quality response to clients
• 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 relaying the status of trading activity on all client accounts
• Providing ongoing feedback to the team regarding service quality, training, and coaching in an effort 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, MS Access and MS Power Point
• Bachelor’s degree required
• 3 or more years of relevant client service experience in a financial services industry environment.
• FINRA 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

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

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 $65000-$120000. 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 .

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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