Client Services Analyst

Goldman Sachs Asset Management is looking for a Client Service Analyst to join its Shareholder Services group, a global, sales-aligned team that delivers high-quality service to clients. The analyst will be the front-line contact for Third-Party Wealth clients and sales partners on Separately Managed Accounts (SMAs). They will work across Sales, Portfolio Management, Product Management, Legal, and Compliance to improve the client experience. The role suits a detail-oriented professional with asset management knowledge who thrives on heavy client interaction.

To be considered for an interview, please make sure your application is full in line with the job specs as found below.
Key ResponsibilitiesClient Relationship ManagementServe as the main point of contact for clients and sales channels.Provide a full range of services, including:Supporting client onboardingAnswering inquiries about funds, portfolios, and literatureOwning client issuesCarrying out client lifecycle eventsWork closely with the sales force to deliver high-quality service.Build a service environment focused on improving the client experience.
Issue Resolution & AnalysisAnalyze and solve problems, both independently and with the team.Monitor and escalate service issues so clients get high-quality responses.
Trading CoordinationWork closely with the firm’s trading desks and relay the status of trading activity on all client accounts.
Projects & Service Model DevelopmentContribute to special value projects, such as asset development and retention or automation initiatives. xzbcwsv Work with management and other service representatives to build successful, scalable long-term service models.
QualificationsRequired Experience & LicensesBachelor’s degreeSIE, Series 7, or Series 63 licensesAt least 3 years of client-facing financial services experience, ideally no more than about 7–8 years of total industry experienceExperience supporting Financial Advisors, wealth management clients, asset management products, or SMAs
Skills & CompetenciesExcellent client service for internal and external clientsStrong critical thinking, analytical, and problem-solving skillsOutstanding leadership, time management, and relationship management skillsResourceful and intellectually curiousClose attention to detail and a strong sense of urgencySelf-motivated, with strong communication and teamwork skillsWorks well in a fast-paced environment
Technical SkillsProficient in MS Word, Excel, Access, and PowerPoint