Wealth Management Associate: Client Strategy & Operations

Goldman Sachs; City of Albany (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Healthcare & Medical Insurance

Vacation benefits

On-site health centers

Job summary

Goldman Sachs Ayco Wealth Management is seeking a Wealth Management Professional in Albany, NY to deliver exceptional client experiences and support strategic growth. You will partner with Ayco Advisors, manage client inquiries, and help drive investment and reporting solutions.

A Bachelor's degree and securities licenses are required, with a fast-paced, client-focused environment. You will engage with clients, educate on reporting and digital capabilities, and potentially mentor junior

Qualifications

• Bachelor’s degree is essential.
• Current Series 7 & 63 licenses, or the commitment to obtain them within 4 months of hire.
• Genuine interest in the financial services industry and capital markets.
• Ability to thrive in autonomous and collaborative team settings.
• Unwavering accuracy and precision in all tasks.
• Dedication to delivering exceptional client service and building relationships.
• Superior verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong MS Office skills and willingness to learn new technologies.

Responsibilities

• Collaborate with Ayco Advisors to deliver service and strategic insights to clients.
• Anticipate client needs and develop innovative solutions for complex transactions.
• Oversee workflows, manage cash balances, and ensure compliance and risk mitigation.
• Serve as a primary contact for clients and educate on reporting and digital capabilities.
• Mentor junior Analysts and provide workflow oversight when needed.
• Contribute to evolving business needs and accept additional duties from leadership.

Skills

Client service

Communication

Attention to detail

Adaptability

Team collaboration

Problem solving

Proactive

Microsoft Office

Education

Bachelor’s degree

Series 7 & 63 licenses

Tools

Microsoft Office Suite

Job description

Goldman Sachs Ayco Wealth Management is seeking a Wealth Management Professional in Albany, NY to deliver exceptional client experiences and support strategic growth. You will partner with Ayco Advisors, manage client inquiries, and help drive investment and reporting solutions.

A Bachelor's degree and securities licenses are required, with a fast-paced, client-focused environment. You will engage with clients, educate on reporting and digital capabilities, and potentially mentor junior