Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs

Goldman Sachs•Albany, NY

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. The Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8-12 families per advisor. This ratio allows us to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience.

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