Asset & Wealth Management, Private Family Office Client Analyst - Deerfield, IL

Goldman Sachs • Chicago, IL

292d • $60,000 - $100,000

About The Position

The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. Client Analysts play an integral role on the team regarding client data management and assist in the day-to-day duties regarding the client relationship.

Requirements

• Bachelor's degree preferred
• Client service experience preferred
• Working knowledge of Word, Excel, Adobe, Outlook and PowerPoint
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong organizational and multitasking skills
• Commits a high degree of focus to ensure excellent work quality and accuracy
• Excellent written and verbal communication skills
• Enthusiastic and positive approach to problem-solving and client service
• A strong team player that enjoys working with others
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks
• Ability to maintain a high degree of confidentiality

Responsibilities

• Client on-boarding and data management to ensure up-to-date information records
• Tax data management, including requesting and organizing relevant tax data to be used in the preparation of client tax returns
• Assist with tax season activities, including tax return quality control, liaising with third-party tax preparers, preparing estimated payment vouchers and e-filing tax returns
• Complete annual tax mailings and requirements (e.g., foreign reporting forms and tax disclaimers)
• Assist with data gathering for the creation of client financial exhibits and in some cases helping the team to prepare certain exhibits when applicable (cash flow reports, etc.)
• Prepare documents for third-party investment subscriptions
• Complete required paperwork for asset transfer and account service requests (e.g., letters of authorization)
• Interface with internal groups to complete various investment and operational tasks
• Monitor and report on quality control metrics
• Create and manage accounts and portals for secure communication with clients and third parties

Benefits

• Competitive benefits and wellness offerings
• Discretionary bonus eligibility for active employees as of fiscal year-end

What This Job Offers

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