Wealth Planning Client Analyst

Goldman Sachs, Inc.; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

The Goldman Sachs Partner Family Office seeks a Client Analyst to support advisory teams with client service operations, onboarding, billing, contracts, and tax deadlines. You will organize meetings, process DocuSign requests, manage communications, and coordinate with external tax firms.

In a fast-paced environment, you will collaborate across teams to ensure compliant, efficient processes and timely tax and financial tasks for partners, alumni, and families.

Qualifications

• Bachelor’s degree and / or demonstrated client service experience in a corporate environment.
• Familiarity with financial planning and tax documents is advantageous.
• Proficiency in Word, Excel, Outlook and Powerpoint.
• Eager to work in a fast-paced environment; ability to think and execute clearly under time pressure.
• Extremely organized and detail-oriented.
• Excellent communications skills.
• Team orientation.

Responsibilities

• Schedule and manage client and advisory team meetings, including travel, space management and expenses.
• Spearhead client onboarding and contracting, including resolving any questions or issues related to billing, invoicing or contracts
• Support advisory teams deliver critical client service, including assistance through tax deadlines.
• managing and processing incoming client mail
• creating vouchers
• requesting checks
• downloading tax documents
• drafting responses
• prepopulating subscription documents
• populating appropriate tax forms
• communicating operational tasks with external tax firms
• mailing out responses and tax filing, etc.
• managing task trackers (i.e. tax refund logs, mortgage, tax tracker, notices log, frequency report etc.)
• coordinate capital calls
• supporting mortgage requests and applications
• preparing consent forms
• DocuSign requests
• database updates
• executing philanthropic giving processes, including charitable acknowledgement letters
• Support data gathering asks, data management et al as required
• Collaborate with internal teams to complete various client service and operational tasks, including issue resolutions
• Ensure processes and procedures within the advisory team are effective, efficient and compliant with firmwide policies and procedures
• Identify opportunities to enhance operational efficiency
• Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security and compliance
• Ad hoc issue resolution and management support as required

Skills

Excellent communication

Extremely organized

Team orientation

Ability to work under time pressure

Education

Bachelor’s degree

Tools

Word

Excel

Outlook

Powerpoint

Job description

The Goldman Sachs Partner Family Office seeks a Client Analyst to support advisory teams with client service operations, onboarding, billing, contracts, and tax deadlines. You will organize meetings, process DocuSign requests, manage communications, and coordinate with external tax firms.

In a fast-paced environment, you will collaborate across teams to ensure compliant, efficient processes and timely tax and financial tasks for partners, alumni, and families.