Asset & Wealth Management Operations - Client Services - Analyst, Chicago jobs in United States
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Goldman Sachs · 1 hour ago

Asset & Wealth Management Operations - Client Services - Analyst, Chicago

Goldman Sachs is a leading global financial services firm providing investment banking, securities and investment management services. The Client Service position in Shareholder Services focuses on managing client relationships, providing a full range of services, and ensuring high-quality responses to client inquiries while collaborating with various teams within the firm.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Managing client relationships by serving as primary point of contact with clients & sales channels
Providing a full range of services: including answering client inquiries for fund/portfolio information and literature, acting as the point person for any client-related issues, and managing 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
Monitors and escalates service issues to ensure a high quality response to clients
Work on special value projects as necessary (i.e. asset development/retention, automation related projects)
Partner with Management and other Service Representative's to build long term successful & scalable service models
Cultivate a service environment targeted towards enhancing the client experience

Qualification

Client serviceAsset management knowledgeCommunication skillsPC skillsOrganizational skillsTeamwork skillsLeadership skillsTime managementAttention to detailProblem solvingSelf-motivated

Required

Ability to deliver superior client service to internal and external clients
Keen attention to detail and high sense of urgency, meeting client needs in a thorough and efficient manner
Excellent understanding of asset management products such as Money Market Funds, Mutual Funds, Collective Trusts, SMA, or Alternative Investments. Preferred understanding from the service perspective regarding Alternative Investment vehicles
Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment
Strong organizational, leadership, interpersonal and time management skills
Expert PC skills including MS Word, MS Excel, MS Access and MS Power Point
Bachelor's degree required

Preferred

1-3 years of relevant client service experience in a financial services industry environment
NASD Series 7 and Series 63 preferred (should be obtained within first 60 days on the job)

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.

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