Asset & Wealth Management, Platform Specialist, Analyst - Chicago Chicago·United States ·Analyst

Goldman Sachs • Chicago, IL

241d • $70,000 - $125,000

About The Position

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

Requirements

• Is passionate about customer success and experience.
• Has 2-4 years of prior experience in a customer success, user support, or account management role.
• Is unbelievably patient and understanding in addressing user issues, particularly when faced with high stress and frustration.
• Is extremely organized and can handle and manage high volumes of information from disparate sources.
• Has a knack for creating seamless and effective processes from the ground up with minimal templating/direction.
• Maintains a strict attention to detail through scale and volume.
• Enjoys writing and articulating ideas clearly and concisely through various mediums.
• Embraces challenges and thrive in a fast-paced environment.
• Has an aptitude for learning software and then relaying that functionality to a non-technical audience.
• Can learn and grow quickly with the evolving needs of a team and organization.
• Has some level of familiarity with Salesforce CRM (ideal).
• Has some level of familiarity with customer support/customer service platforms such as ServiceNow, Zendesk, Salesforce Service Cloud, etc (ideal).
• Previous experience with data queries, analysis, and visualization ideal (SQL, Qlik, Tableau, etc).

Responsibilities

• Providing a white glove support experience to sales and sales leadership through timely and succinct communication via phone and email.
• Independently and successfully managing a high volume of inbound issues and requests, routing customer challenges to appropriate owners for resolution and handling escalations in an expedient manner.
• Developing a deep understanding of our CRM and associated sales tools, ultimately serving as a subject matter expert to support users directly.
• Partnering with head of platform management to create a scalable and organized issue triage system with aggressive SLAs.
• Create crisp training and onboarding materials for new joiners, and eventually leading training sessions for up to 200 users.
• Document the capabilities and functionality of the platform with robust, user-friendly materials.
• Collaborate with product and engineering to inform future roadmap based on user support themes and findings.

Benefits

• Healthcare & Medical Insurance
• Competitive vacation policies based on employee level and office location.
• Financial support for higher education.
• Live financial education and content on a variety of topics.
• Medical advocacy service for employees and family members facing critical health situations.
• Counseling and referral services through the Employee Assistance Program (EAP).
• On-site fitness centers in some offices.
• Reimbursement for fitness club membership or activity fees.
• On-site child care centers that provide full-time and emergency back-up care.
• Adoption, surrogacy, egg donation and egg retrieval stipends.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities