AWM, Marcus by Goldman Sachs, Money Movement & Reconciliation, Analyst, Draper, UT/ Richardson, TX

The Goldman Sachs Group; Draper (UT); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking to enhance its Wealth Management team in Draper. The role involves overseeing money movement operations, improving processes, and addressing customer inquiries to ensure satisfaction. Ideal candidates will have an Associate's degree and excellent communication skills.

Benefits

Training and development opportunities

Diversity and inclusion programs

Wellness and personal finance offerings

Qualifications

• Understanding of basic money movement process flows.
• Excellent communication skills, both written and verbal.

Responsibilities

• Manage day-to-day operations of money movement processes.
• Address escalated customer inquiries to ensure satisfaction.
• Propose process improvements and document workflows.

Skills

Communication

Customer Service

Process Improvement

Education

Associate's degree or equivalent military experience

Bachelor's Degree

Job description

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 direct-to-consumer business provides digital solutions that help customers save and invest. 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.

Marcus by Goldman Sachs

The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.

RESPONSIBILITIES

• Manage day-to-day operations to ensure incoming and outgoing wire are completed within service level.
• Manage Money Movement General Ledgers exceptions and escalations timely.
• Oversee ACH Exception process flow and Outgoing wire processing.
• Address escalated customer inquiries quickly to ensure customer satisfaction.
• Assess current processes, identify bottlenecks, and trends and propose process improvements.
• Partner with stakeholders to make improvements and document workflows.
• Work with leadership to ensure deliverables are provided timely.
• Prepare detailed communication materials, both presentations and memos, for senior leadership.
• Proactively resolve potential issues, with escalation as appropriate.

Basic Qualifications:

• Associate's degree or equivalent military experience
• General understanding of basic money movement process flows
• Excellent communication skills, both written and verbal
  

Preferred Qualifications:

• Bachelor's Degree; preferably in Accounting or Business Administrative
• Prior Back Office Money Movement experience
  

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.