Wealth Management Client Experience - Analyst - Atlanta, GA Atlanta - - Analyst

Company: Goldman Sachs Bank AG
Location: Atlanta
Posted on: April 4, 2025

Job Description:

Wealth Management Client Experience - Analyst - Atlanta, GAOpportunity OverviewCORPORATE TITLE: AnalystOFFICE LOCATION(S): AtlantaDIVISION: SkillsetMORE ABOUT THIS SKILLSETPartnering with our wealth management clients to provide exceptional client service, operational support, and risk management. Answering client questions on accounts, portfolios, and records. Delivering world-class services to our clients and customers.Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and think outside the box? Our client and customer services and sales support teams across the firm embody a can-do attitude with a special talent for troubleshooting and problem-solving. SIE, Series 7, 63, and/or 66 may be required (must be obtained within three months of employment).DIVISIONS AND JOB FUNCTIONS

• Wealth Management Professional: Works directly with clients to provide exceptional client service, operational support, and risk management. They serve as a primary point of contact for clients and are responsible for the operational management and oversight of the client experience. Responsibilities include managing the onboarding of client relationships, ensuring investment objectives are met, managing fraud risk, trade execution, liquidity management, and ongoing relationship management.
• Client Analyst: Provides relationship management/support to clients and advisors by focusing on client service and team operations. Client Analysts play an integral role in tracking the pipeline of business growth opportunities and are the main point of contact with clients in managing the onboarding process and the ongoing operational client experience.BASIC QUALIFICATIONS
  • 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 a 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 the ability to exercise discretion with respect to highly confidential/sensitive information.
  • SIE, Series 7, 63, and/or 66 may be required, and if so must be obtained within three months of employment.Salary RangeThe expected base salary for this position is $50,000-$75,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.ABOUT GOLDMAN SACHSAt 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 workplace and beyond.Goldman Sachs is an equal employment/affirmative action employer.
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Keywords: Goldman Sachs Bank AG, Atlanta , Wealth Management Client Experience - Analyst - Atlanta, GA Atlanta - - Analyst, Professions , Atlanta, Georgia