- 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.
- Bachelor's degree required
- Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, Excel and Outlook
- Active life and health insurance license preferred
- Series 6 or 7 registration preferred
- Series 63 or 66 registration preferred
- 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
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Asset & Wealth Management Operations-Albany-Associate-Client Services - Goldman Sachs
Description
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients.We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.
For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
JOB SUMMARY
Operations is a dynamic, multi-faceted function that partners with all parts of the firm to provide financial counseling services to clients.
Insurance Services serves Ayco clients, Account Manager teams and as a point of contract for all in force life insurance and annuity contracts.
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.
RESPONSBILITIES
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.
We believe who you are makes you better at what you do.
We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Learn more about our culture, benefits, and people atWe're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process
Learn more:
Salary Range
The expected base salary for this Albany, New York, United States-based position is $60000-$ In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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.
A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
