Asset Management Operations – Client/Shareholder Services – Chicago – Analyst

Goldman Sachs • Chicago, IL

28d • $55,000 - $80,000

About The Position

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

Asset & Wealth Management Operations is a dynamic, multi-faceted division that
partners with all areas of the firm to deliver banking, sales, trading and asset
management capabilities to clients around the world. Alongside this vital
service delivery role, Asset & Wealth Management Operations provides essential
risk management and control to preserve and enhance the firm's assets and its
reputation.

Goldman Sachs Asset Management delivers innovative investment solutions through
a global, multi-product platform that offers clients the advantages that come
with working with a large firm, while maintaining the benefits of a boutique.
Asset Management is one of the pre-eminent investment management organizations
globally. Critical to the success of Asset Management is our ability to leverage
a global team of talented professionals to define solutions and lead change
across the operational infrastructure.

Asset Management Operations – Client/Shareholder Services
is ideal for the
person who seeks to deepen his or her client service focus, relationship
management skills, has knowledge of the asset management business, is very
detail oriented, intellectually curious, enjoys a very fast paced/high energy
work environment, welcoming the demands of heavy client interaction. This role
involves front line communication with our Institutional clients, financial
advisors and sales partners 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 Sales,
Portfolio Management, Product Management and Legal/Compliance) in a
professional, knowledgeable, and diligent manner to add value to the client
experience.

Requirements

• Bachelor’s Degree
• Excellent understanding of asset management products such as Money Market Funds, Mutual Funds, Collective Trusts, SMA, or Alternative Investments.
• Self-motivated and proactive team player who takes ownership and accountability of projects, and has strong organizational skills to effectively manage competing priorities
• Proven analytical and problem-solving skills with meticulous attention to detail to enable the ability to communicate complex items to a wide array of internal counterparties
• Excellent written and verbal communication skills, and strong client service orientation
• Proficiency in using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word

Nice To Haves

• Preferred 0-3 years of relevant client service experience in a financial services industry environment.
• NASD Series 7 and Series 63 preferred (should be obtained within first 60 days on the job)
• Experience in Client Onboarding/ Customer Identification Program (CIP)/Know Your Customer (KYC) processes a plus
• Preferred understanding from the service perspective regarding Alternative Investment vehicles

Responsibilities

• Ability to manage client relationships by serving as the primary point of contact with clients & sales channels.
• Experience providing a full range of services: including answering client inquiries for fund/portfolio information and literature, acting as the point person for any client-related issues, and managing client lifecycle events
• Ensure due diligence is performed on new and existing Third-Party Distributors as well as other Intermediaries.
• Experience with ad hoc responsibilities which include but not limited to, red flag reviews, dealer terminations, and report monitoring.

Benefits

• Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level