AWM-GS Ayco-Wealth Strategies Group-Life New Business Insurance-Analyst-Albany

Goldman Sachs•Albany, NY

7h•Onsite

About The Position

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. The Wealth Strategies Group Client Support Analyst serves Ayco clients, Account Managers teams and as the point of contact for life insurance underwriting process. The Wealth Strategies Group Client Support Analyst works conversationally with our clients to answer questions and assist clients with the underwriting process of insurance products. They are required to work across multiple products while adhering to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.

Requirements

Bachelor’s degree preferred
Ability to deliver superior client service to internal and external clients
Ability to work flexible hours to support the needs of the business
Excellent interpersonal and communication skills with a desire and ability to work and lead in a team environment
Strong organizational, communication, leadership, interpersonal and time management skills
Keen attention to detail
Technology savvy and creative thinker
Excellent judgment with a focus on client service
Self-motivated with strong ability to problem solve in a fast-pace environment
Working knowledge of certain Microsoft products including Word, PowerPoint, and Outlook and Adobe.

Nice To Haves

Bachelor’s degree

Responsibilities

Work cooperatively with clients to identify and resolve issues and concerns identified.
Collect, analyze, and offer solutions to client requests through calls and emails.
Document all service efforts in accordance with established procedures and compliance policies
Communicate professionally and regularly with leadership and peers on status of open client engagements and escalations in accordance with established standards
Work with internal teams to root cause recurrent issues and make recommendations for improvement
Cultivate a service environment targeted towards enhancing the client experience
Analyzing and problem solving, both independently and with the team
Accuracy in the entry of data into multiple systems
Provide ongoing feedback to the team regarding quality service, training, and coaching to increase the effectiveness client experience.
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.