Early Careers | Client Services / Sales Support
Posted on: 18 Nov 2021
Seattle, WA
Job Description
RESPONSIBILITIES AND QUALIFICATIONS
From executing trades to answering client questions on accounts, portfolios and records, we believe in delivering world-class services to our thousands of clients and customers. Our client/customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving.
Divisions and Job Functions
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients.
HOW YOU WILL FULFILL YOUR POTENTIAL
Leverage your operational background and experience to contribute to a growing business
Work closely with Private Wealth Advisors to support their PWM clients
Identify opportunities for and coordinate wealth advisory services within client base
Manage advisory business implementation and re-balancing
Manage cash balances and private banking services in accounts
Serve as a key liaison to other areas supporting the PWM Business
Plan and manage new account on boarding process
Provide overview of client reporting and web capabilities to potential new clients
Execute, process and reconcile trading and other investment related transactions
BASIC QUALIFICATIONS
Bachelor’s degree (2018 – May 2021)
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 required (must be obtained within three months of employment)
Goldman Sachs
New York, New York
The Goldman Sachs Group, Inc. operates as an investment banking, securities, and investment management company worldwide. It operates in four segments: Investment Banking, Institutional Client Services, Investing & Lending, and Investment Management. The Investment Banking segment provides financial advisory services, including strategic advisory assignments related to mergers and acquisitions, divestitures, corporate defense activities, restructurings, spin-offs, and risk management; and underwriting services, such as debt and equity underwriting of public offerings and private placements of various securities and other financial instruments, as well as derivative transactions with public and private sector clients.
The Institutional Client Services segment is involved in client execution activities related to making markets in cash and derivative instruments for interest rate products, credit products, mortgages, currencies, commodities, and equities; and provision of securities services comprising financing, securities lending, and other brokerage services, as well as the marketing and clearing of client transactions on various stock, options, and futures exchanges.
The Investing & Lending segment invests in and originates longer-term loans; and makes investments in debt securities and loans, public and private equity securities, and infrastructure and real estate entities, as well as provides unsecured and secured loans through its digital platforms. The Investment Management segment offers investment management services; and wealth advisory services consisting of portfolio management, financial planning and counseling, and brokerage and other transaction services. The company serves corporations, financial institutions, governments, and individuals. The Goldman Sachs Group, Inc. was founded in 1869 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees35,900
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Website
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Jobs Posted925
