Asset & Wealth Management - Vice President-Client Services - Operations - Chicago jobs in United States
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Goldman Sachs · 2 weeks ago

Asset & Wealth Management - Vice President-Client Services - Operations - Chicago

Goldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Vice President of Client Services in their Asset & Wealth Management Operations. This role focuses on managing client service needs, leading a team, and ensuring high-quality service for Third Party Wealth clients, particularly in Separately Managed Accounts.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Manage a team of Analysts and Associates that support client relationships by serving as primary point of contact with clients & sales channels
Collaborate with management of the client onboarding team to ensure partnership across teams
Manage escalations and resolution for a full range of services including: supporting client onboarding, answering client inquiries for fund/portfolio information, any client-related issues, and executing client lifecycle events
Communicating and working closely with the sales force to provide high quality service to our clients
Analyzing and problem solving, both independently and with the team
Working on special value projects as necessary (i.e., asset development/retention, automation related projects)
Partnering with Management and other Service Representatives to build long term successful & scalable service models
Working closely with the firm's trading desks on escalations related to trading activity on all client accounts
Providing ongoing feedback to the team regarding service quality, training, and coaching to increase the effectiveness and consistency of service and relationship management
Cultivating a service environment targeted towards enhancing the client experience

Qualification

Client service managementRelationship managementFinancial services experienceAnalytical skillsCritical thinkingProblem-solving skillsLeadership skillsAttention to detailCommunication skillsTeamwork skillsMS WordMS ExcelMS PowerPointHigh intellectual curiosityFINRA Series 7FINRA Series 63FINRA Series 24Time managementSelf-motivatedFast-paced environment

Required

Ability to deliver superior client service to internal and external clients
Critical thinking, analytical, and problem-solving skills
Outstanding leadership, time management, and relationship management skills
Resourceful individual with high intellectual curiosity
Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
High caliber individual with experience in financial services and specifically Separately Managed Accounts and service to Financial Advisors
Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment
Proficient PC skills including MS Word, MS Excel, and MS Power Point
Bachelor's degree required

Preferred

5+ years of relevant client service experience in a financial services industry environment
FINRA Series 24 preferred (should be obtained within first 60 days on the job)

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.

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 Company
Total Funding
$6B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO

Leadership Team

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David M. Solomon
Chair and Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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Company data provided by crunchbase