What are the responsibilities and job description for the Client sales support position at Goldman Sachs?
MORE ABOUT THIS JOB :
Please note division and function examples are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business need.
Specific roles will be confirmed through the interview process.
RESPONSIBILITIES AND QUALIFICATIONS :
From executing trades to answering client questions on accounts, portfolios and records, we believe in delivering world-class services to our thousands of clients and customers.
Our client / customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving.
Divisions and Job Functions
Ayco, A Goldman Sachs Company partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging 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.
Hiring teams include :
Counseling provides proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals.
Analysts have extensive client interaction and prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance,
Coaching delivers management and navigation of personal finances, life events and company benefits through a digital platform with one-on-one guidance from a coach.
Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
Wealth Strategies Group specializes in the design and implementation of wealth protection and wealth transfer strategies for high net-worth clients.
Private Wealth Management provides investment-advisory, education, portfolio-management and trade-execution strategies. Analysts serve as key liaison between clients, investment and operations teams.
Operations specializes in executing trades, answering client questions on accounts, portfolios and records. Delivering world-class services to clients and customers.
Client and customer service and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving.
BASIC QUALIFICATIONS
Bachelors degree (2017 December 2020)
0-3 years of prior work experience in a relevant field.
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
Highly organized with exceptional attention to detail and follow-through
Strong ability to manage multiple projects with competing deadlines
Team player with positive attitude and strong work ethic
Strong communication skills (written and verbal)
Ability to work in a fast-paced environment
Strong interest in client service
Commercially savvy with ability to exercise discretion with respect to highly confidential / sensitive information
Series 7 and 63 / 66 required for some roles (must be obtained within three months of employment)
ABOUT GOLDMAN SACHS :
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 .
Were 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., 2021. All rights reserved.
Goldman Sachs is an equal employment / affirmative action employer Female / Minority / Disability / Veteran / Sexual Orientation / Gender Identity
Last updated : 2024-09-26
