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Asset & Wealth Management – Partner Family Office Client Analyst

Asset & Wealth Management – Partner Family Office Client Analyst

CompanyGoldman Sachs
LocationNew York, NY, USA
Salary$75000 – $125000
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior, Mid Level

Requirements

  • Bachelor’s 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 may be required (must be obtained within three months of employment)

Responsibilities

  • Executing trades
  • Answering client questions on accounts, portfolios and records
  • Delivering world-class services to clients and customers
  • Trouble-shooting and problem solving in client/customer services and sales solutions teams

Preferred Qualifications

    No preferred qualifications provided.