Asset & Wealth Management, Private Family Office Client Analyst - Albany, NY

Job Description

The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. Client Analysts play an integral role on the team regarding client data management and assist in the day-to-day duties regarding the client relationship.

Our Impact

The Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8-12 families per advisor. This ratio allows us to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience.

How You Will Fulfill Your Potential

Are you a quick-thinking self-starter with a passion for the financial services industry, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? We are seeking individuals who identify as highly organized quick thinkers with a passion to help others. Candidates should have an interest in financial planning and tax, and the desire to work closely with ultra-high net worth individuals in a team setting. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Principal Responsibilities

• Client on-boarding and data management to ensure up-to-date information records
• Tax data management, including requesting and organizing relevant tax data to be used in the preparation of client tax returns
• Assist with tax season activities, including tax return quality control, liaising with third-party tax preparers, preparing estimated payment vouchers and e-filing tax returns
• Complete annual tax mailings and requirements (e.g., foreign reporting forms and tax disclaimers)
• Assist with data gathering for the creation of client financial exhibits and in some cases helping the team to prepare certain exhibits when applicable (cash flow reports, etc.)
• Prepare documents for third-party investment subscriptions
• Complete required paperwork for asset transfer and account service requests (e.g., letters of authorization)
• Interface with internal groups to complete various investment and operational tasks
• Monitor and report on quality control metrics
• Create and manage accounts and portals for secure communication with clients and third parties
  
  

Basic Qualifications

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s degree preferred
• Client service experience preferred
• Working knowledge of Word, Excel, Adobe, Outlook and PowerPoint
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong organizational and multitasking skills
• Commits a high degree of focus to ensure excellent work quality and accuracy
• Excellent written and verbal communication skills
• Enthusiastic and positive approach to problem-solving and client service
• A strong team player that enjoys working with others
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks
• Ability to maintain a high degree of confidentiality