Goldman Sachs · 1 month ago
Wealth Management-Albany-Analyst-Client Services - Operations
Albany, New York, United States
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $72K/yrGoldman Sachs is a leading global financial services firm providing investment banking, securities and investment management services. The Analyst in Client Services Operations will provide financial counseling services to clients and ensure compliance with policies while managing client interactions.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Review and process pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements
Proactively monitor clients policies by developing policy reviews, ensure premiums are paid, etc
Scheduling client calls to review their in force policies and answer questions
Coordinate and process team specific tasks as requested by the business
Perform quality reviews of other team members completed work and ensure data accuracy
Work across multiple systems and platforms
Interface with teams and businesses to resolve on-going issues and answer specific policy questions
Provide support and work on special projects as requested
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Qualification
Required
Bachelor's degree required
Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, Excel and Outlook
Sound judgment and outstanding attention to detail
Proven analytical skills and problem solving ability
Superior written and verbal communication skills
Ability to work collaboratively with all levels of the organization
Flexible and able to work well under pressure in a team environment
Ability to work independently and maintain confidentiality
Self-motivated
Excellent time management and organizational skills
Ability to multi-task
Preferred
Active life and health insurance license preferred
Series 6 or 7 registration preferred
Series 63 or 66 registration preferred
Benefits
Discretionary bonus
Valuable and competitive benefits and wellness offerings
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Founded in 1869
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
BATimes Newspaper
2026-01-08
2026-01-08
Company data provided by crunchbase