Wealth Service Specialist

Asset & Wealth Management - GPO Invest - Associate - Bengaluru

About Goldman Sachs 

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. 

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 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. 

Job Responsibilities 

Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential:

• Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services
• Perform new account onboarding, asset transfers, account maintenance and other account service requests
• Leverage your operational background and experience to contribute to a growing business
• Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities
• Assist with various aspects of client portfolio performance reporting
• Facilitate cash balance oversight and private banking services in accounts
• Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards
• Resolve time sensitive client service-related issues, including but not limited to complex situations
• Managing the pipeline of new business opportunities in Salesforce.

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to solve problems effectively? Our Wealth Service Specialist supports all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business. 

Basic Qualifications

• Four-year degree or higher in Management, Finance, Accounting or Economics.
• In depth understanding of Processes and Procedures for client on-boarding, account maintenance, and account funding.
• Acquaintance with different financial instruments (Stocks, Options, Fixed Income, Debt)
• Prior experience in wealth management operations or investment process implementation is a plus.
• Excellent organizational skills.
• Superior written and verbal communication skills.
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service.
• Proven track record with cross training, task-sharing and mutually supportive teamwork.
• Innovative thought processes and proactive time management and task completion follow-through. 

 

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.

Experience Level

Mid Level