CW Analyst_USA_USD

Goldman Sachs United States • Chicago, IL

1d

About The Position

The Client Service Analyst in Shareholder Services provides front-line support to Third-Party Wealth clients and sales partners, with a focus on Separately Managed Accounts (SMAs). The role manages service needs across sales territories, channels, and client types, and collaborates with Sales, Portfolio Management, Product Management, Legal, and Compliance to support a high-quality client experience. It requires a thorough understanding of client service and the asset management business, strong attention to detail, and comfort with substantial client interaction. The position may also participate in business development initiatives related to SMAs.

Shareholder Services is a global, sales-aligned service organization that supports the distribution of Asset Management investment products and provides clients with service, consultative support, scale, and controls. The Client Onboarding team helps ensure investment requirements are met and the onboarding experience is streamlined.

Requirements

• At least 3 years of customer-facing financial services experience.
• Experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or SMAs.
• Strong client service, relationship management, communication, and problem-solving skills.
• Ability to deliver superior service to internal and external clients.
• Critical thinking, analytical, and problem-solving skills.
• Leadership, time management, and relationship management skills.
• Resourcefulness and intellectual curiosity.
• Keen attention to detail and a strong sense of urgency in meeting client needs thoroughly and efficiently.
• Experience in financial services, specifically with Separately Managed Accounts and service to Financial Advisors.
• Self-motivation, strong communication and teamwork skills, and ability to work well in a fast-paced environment.
• Proficiency with MS Word, MS Excel, MS Access, and MS PowerPoint.
• Bachelor's degree required.

Responsibilities

• Manage client relationships as the primary point of contact for clients and sales channels.
• Support client onboarding, answer inquiries about fund and portfolio information and literature, handle client-related issues, and execute client lifecycle events.
• Work closely with the sales force to provide high-quality client service.
• Analyze and solve problems independently and as part of a team.
• Monitor and escalate service issues to ensure clients receive high-quality responses.
• Work on special value projects, including asset development or retention and automation-related projects.
• Partner with Management and other Service Representatives to build successful, scalable service models.
• Work with the firm's trading desks and relay the status of trading activity on client accounts.
• Cultivate a service environment focused on enhancing the client experience.

What This Job Offers

• Career Level: Mid Level