Wealth Service Specialist Analyst

Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst - Bengaluru

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.

Goldman Sachs Ayco

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce and leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

JOB SUMMARY AND RESPONSBILITIES

Serving as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities:

Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals

Work closely with Wealth Advisor teams to support their AYCO clients

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 investment related transactions

Manage cash balances and private banking services in accounts

Resolve time sensitive client service-related issues, including complex situations

Plan and manage new account onboarding process, asset transfers and other account service requests

Managing the pipeline of new business opportunities in Salesforce

Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.

Facilitate various aspects of client portfolio performance reporting and analysis

Assist with tax activities, including tax return quality control, estimated payments, e-filing

Interface with internal groups to complete various investment and operational tasks.

Complete positive/negative consent client emails, handle exception tracking and comments.

BASIC QUALIFICATIONS

MBA degree with maximum 1 to 3 years of experience

CFP (Certified Financial Planner) will be an added advantage

Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook

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

Must be able to be innovative, pro-actively manage time and follow through to complete tasks

Demonstrated excellent verbal and written communication skills

Demonstrated ability to multi-task in a fast-paced environment 

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.