Asset & Wealth Management Operations-Associate-Client Services – Operations
| Company | Goldman Sachs |
|---|---|
| Location | Albany, NY, USA |
| Salary | $60000 – $100000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Working knowledge of 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
- Proven analytical skills and problem solving ability
- Team player with positive attitude and strong work ethic
- Ability to work collaboratively with all levels of the organization
- Flexible and able to work well under pressure in a team environment
- Strong communication skills (written and verbal)
- Great active listening skills
- Exceptional interpersonal and rapport building skills
- 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
Responsibilities
- Take customer calls and provide accurate, satisfactory answers to their queries and concerns
- Facilitate trade execution, answer client queries on accounts, portfolios and records
- De-escalate situations involving dissatisfied customers, offering patient assistance and support
- Guide callers through troubleshooting, navigating the company website or using the products or services
- Collaborate with other client services professionals and financial advisors to improve client experience
- Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements
- Coordinate and process team specific tasks as requested by the business
- Work across multiple systems and platforms
- Interface with teams and businesses resolve on-going issues and answer specific policy questions
- Provide support and work on special projects as requested
- Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
- Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
Preferred Qualifications
-
No preferred qualifications provided.