Asset & Wealth Management, Executive Wealth Client Analyst - Morristown, NJ

Goldman Sachs • Parsippany-Troy Hills, NJ

407d

About The Position

The Executive Wealth Client Analyst at Goldman Sachs is responsible for providing exceptional client service and operational support to high-net-worth individuals. This role serves as a primary point of contact for clients, managing the onboarding process, implementing investment strategies, facilitating trades, and ensuring ongoing relationship management. The position requires a proactive approach to financial counseling and a strong understanding of the financial markets.

Requirements

• Bachelor's degree required
• FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks

Responsibilities

• Onboard clients to the platform's website and assist with the creation of the client web login
• Manage client prospecting and business pipeline opportunities in Salesforce
• Prepare, submit and track new accounts through to funding
• Complete required paperwork and/or generate Docusign requests for asset transfer and account service requests
• Facilitate securities trades with a centralized Client Service Group
• Account maintenance and servicing, including setting up banking services such as ACH
• Cash management responsibilities including private equity capital calls
• Prepare authorizations for 3rd party investment accounts, interfacing with the Data Integration team to resolve issues
• Complete various investment and operational tasks, including cost basis updates, margin document generation and tax document generation
• Fraud prevention and risk management, including conducting verbal call backs and knowledge-based authentication as required
• Monitor client investment objectives, remediate client profile form exceptions and complete source of wealth research
• Creating and updating performance reports
• Oversee tax loss realization process, obtain and track client consent and facilitate instructions with Client Service Group
• Monitor client tax payment obligations and facilitate payments to taxing authorities
• Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations
• Assist clients in enrolling in Donor Advisor Funds and managing charitable contributions
• Assist with scheduling and coordinating client meetings as needed
• Interface with operational support teams to delegate and review functions related to: Client Data Management, Client Contracts and Billing Status, Tax Return Preparation, Document Management

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree