Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Marcus by Goldman Sachs

The firm’s direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.

 

Responsibilities:

Provide assistance and support to escalated customers seeking resolutionAct as a primary point of contact to seek out customer-centric solutions with Peers and business PartnersParticipate in projects and/or process improvements to drive operational excellenceUtilize analytical and problem solving skills to solution customer facing issues independently or as part of a teamKnowledge of and adherence to the Firm's Business Principles and Customer Service ValuesMeet established goals for all performance metrics; Including call quality, productivity and schedule adherence. Set the example by providing an exceptional level of service to prospective and current customers

Requirements:

Strong sense of responsibility and reliability, minimizing tardies and unplanned occurrencesResiliency and adaptability to lead through various business changesAbility to positively impact team culture and morale

Basic Qualifications:

Ability to work in a fast-paced environment while delivering exemplary customer serviceMinimum 2 years of experience in customer facing roles, (Senior Agent or Tier II preferred)Ability to collaborate, communicate effectively and influence othersProactive, flexible and ability to prioritize multiple tasks effectively Strong interpersonal, communication, and problem solving skillsClient-centric with an inherent sense of urgencyAbility to ask probing questions and actively listen to efficiently answer questions and clarify processesStrong verbal and written communication skills, as well as strong organizationalEnergetic, enthusiastic, and a self-starterProficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)

Preferred Qualifications:

Knowledge of deposit products and basic securities conceptsBachelor’s degree (U.S. or equivalent)Experience in a start-up environmentStrong analytical, problem solving, facilitation, organization, and planning skills ABOUT GOLDMAN SACHS   At 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 own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.    We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html     © The Goldman Sachs Group, Inc., 2021. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity