Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston

Goldman Sachs•Boston, MA

2h•Onsite

About The Position

The Wealth Management Professional role supports all aspects of the business from an operational and relationship management perspective. This role is for individuals with an interest in the markets who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential. Wealth Management Professionals work directly with clients to provide exceptional client service, operational support, and risk management. They serve as a primary point of contact for clients and are responsible for the operational management and oversight of the client experience. Key responsibilities include managing the onboarding of client relationships, ensuring client investment objectives are met, managing fraud risk, trade execution, liquidity management, and ongoing relationship management.

Requirements

Bachelor's Degree Required
2-4 years of preferred experience in client service and/or the financial industry
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in client service
Self-motivated and able to work in an autonomous, yet collaborative environment
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Commitment to excellence and a high level of integrity
Interest in Financial Services Industry
SIE, Series 7 and 63 required (must be obtained within three months of employment)

Responsibilities

Leverage interpersonal skills to contribute to a growing business
Act as key relationship manager for ultra-high net worth clients
Work closely with Private Wealth Advisors and teammates to service clients
Oversee asset movements, portfolio implementations and leverage understanding of organizational documents, estate planning and tax concepts
Introduce new and existing clients to the firm's offerings including client reporting, digital capabilities and banking services
Identify opportunities for wealth advisory services for clients
Understand client suitability and risk tolerance
Help to identify and prevent fraudulent activities by leveraging deep understanding of clients and their behaviors
Work with middle and back-office colleagues to ensure an exceptional client experience
Execute, process and reconcile trading and other investment related transactions
Lead or participate in divisional efforts to improve efficiencies within PWM business
Participate in local training and recruiting
Serve as a coach/mentor for less tenured teammates