Irving, Texas, USA
4 days ago
Asset & Wealth Management Operations-Client Services-Associate-Irving

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients.  We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation.  Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.

 ESSENTIAL DUTIES AND RESPONSIBILITIES

Work closely with related teams across the business to ensure new products and services include proper controls and risk mitigation strategiesFacilitate operational functions, answer client queries on accounts, portfolios and recordsDe-escalate situations involving dissatisfied customers, offering patient assistance and supportGuide callers through troubleshooting, navigating the company website or using the products or servicesCollaborate with other client services professionals and financial advisors to improve client experienceWillingness to train/mentor analyst in operational functions beyond day-to-day assignment Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirementsProcess team specific tasks as requested by the businessUtilize proprietary and external systems to evaluate complex issues and make critical thinking decisions Interface with teams and businesses resolve on-going issues and answer specific policy questionsProvide support and work on special projects as requested.Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and complianceApply business judgment to identify unusual or suspicious activities and escalate issues as appropriate

QUALIFICATIONS/REQUIREMENTS

Bachelor’s degree3-5 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-throughStrong ability to manage multiple projects with competing deadlinesWillingness to coach/train new hires to the teamApex Clearing experience would be a plusProven analytical skills and problem solving abilityTeam player with positive attitude and strong work ethicAbility to work collaboratively with all levels of the organizationFlexible and able to work well under pressure in a team environmentStrong communication skills (written and verbal)Great active listening skillsExceptional interpersonal and rapport building skillsAbility to work in a fast-paced environmentStrong interest in client service/operationsCommercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information

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., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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