JOB DESCRIPTION: 

The position of Client Service Associate in Shareholder Services is ideal for someone who seeks to deepen his or her client service management focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, and welcomes the demands of leading a team with heavy client interaction. This role involves front line communication with our Third Party Wealth clients and internal sales partners, specifically for Separately Managed Accounts (SMAs) and is responsible for managing client service needs across sales territories, sales channels and client types. To accomplish this goal, this role interacts with many areas of the firm including other Operations teams, Sales, Portfolio Management, Product Management, Legal, and Compliance in a professional, knowledgeable, and diligent manner to add value to the client experience. This position requires a thorough understanding of a client service environment and may participate in business development initiatives related to SMAs which could require an in-depth understanding of the industry, our client base, and systems. 

 

OUR IMPACT:
Goldman Sachs (GS) Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Within GS Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of GS Asset Management investment products, provides consultative services, scale and controls, all while focused on being accretive financially to the business. The Service team plays a critical role within Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.

 

PRIMARY RESPONSIBILITIES: 

Manage a team of Analysts and Associates that support client relationships by serving as primary point of contact with clients & sales channels Collaborate with management of the client onboarding team to ensure partnership across teamsManage escalations and resolution for a full range of services including: supporting client onboarding, answering client inquiries for fund/portfolio information, any client-related issues, and executing client lifecycle events Communicating and working closely with the sales force to provide high quality service to our clients Analyzing and problem solving, both independently and with the team Working on special value projects as necessary (i.e., asset development/retention, automation related projects). Partnering with Management and other Service Representatives to build long term successful & scalable service models Working closely with the firm's trading desks on escalations related to trading activity on all client accounts Providing ongoing feedback to the team regarding service quality, training, and coaching to increase the effectiveness and consistency of service and relationship managementCultivating a service environment targeted towards enhancing the client experience 

QUALIFICATIONS: 

Ability to deliver superior client service to internal and external clients Critical thinking, analytical, and problem-solving skills Outstanding leadership, time management, and relationship management skills Resourceful individual with high intellectual curiosity Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner High caliber individual with experience in financial services and specifically Separately Managed Accounts and service to Financial Advisors Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment Proficient PC skills including MS Word, MS Excel, and MS Power Point Bachelor’s degree required 

WORK EXPERIENCE: 

Preferred 5+ years of relevant client service experience in a financial services industry environment. FINRA Series 7 and Series 63 FINRA Series 24 preferred (should be obtained within first 60 days on the job) 

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