Asset and Wealth Management- Client Services Operations- Shareholder Services Oversight- Associate- Chicago

Job Description

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.

Summary

The Client Service position in Shareholder Services is ideal for the person who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, intellectually curious, enjoys a very fast paced/high energy work environment, welcoming the demands of heavy client interaction. This role involves front line communication with our Institutional clients, financial advisors and sales partners and is responsible for managing client service needs across sales territories, sales channels and client types. To accomplish this goal, this role interacts with many areas of the firm (including Sales, Portfolio Management, Product Management and Legal/Compliance) in a professional, knowledgeable, and diligent manner in order to add value to the client experience.

Primary Responsibilities

• Managing client relationships by serving as primary point of contact with clients & sales channels.
• Providing a full range of services: including answering client inquiries for fund/portfolio information and literature, acting as the point person for any client-related issues, and managing client lifecycle events
• Communicating and working closely with the sales force to provide high quality service to our clients.
• Analyzing and problem solving, both independently and with the team.
• Monitors and escalates service issues to ensure a high quality response to clients.
• Work on special value projects as necessary (i.e. asset development/retention, automation related projects).
• Partner with Management and other Service Representative's to build long term successful & scalable service models.
• Cultivate a service environment targeted towards enhancing the client experience.
  
  

Qualifications

• Ability to deliver superior client service to internal and external clients
• Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
• Excellent understanding of asset management products such as Money Market Funds, Mutual Funds, Collective Trusts, SMA, or Alternative Investments. Preferred understanding from the service perspective regarding Alternative Investment vehicles
• Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment
• Strong organizational, leadership, interpersonal and time management skills
• Expert PC skills including MS Word, MS Excel, MS Access and MS Power Point
• Bachelor’s degree required
  
  

Work Experience

• Preferred 1-3 years of relevant client service experience in a financial services industry environment.
• NASD Series 7 and Series 63 preferred (should be obtained within first 60 days on the job)
  
  

Salary Range

The expected base salary for this Chicago, Illinois, United States-based position is $65000-$120000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

About Goldman Sachs

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.