Asset & Wealth Management Operation-Shareholder Services-Chicago-Analyst Chicago, Illinois, Uni - Goldman Sachs Group, Inc.

Description

Operations

is at the core of Goldman Sachs.

For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that enables business to flow.

The Operations business partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world.

Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm's assets and its reputation.

Operations span all product lines and markets.

Asset & Wealth Management - Asset Management Operations

is responsible for front-to-back operational support to the Goldman Sachs Asset Management and Merchant Bank businesses in service, delivery, and processing functions across the trade, client, and product lifecycle.

The Client Service position in Shareholder Services is ideal for the person who seeks to deepen his
or her client service focus, relationship management skills, has knowledge of the asset management
business, is very detail oriented, intellectually curious, enjoys a very fast paced/high energy
work environment, welcoming the demands of heavy client interaction. This role involves front line
communication with our Institutional clients and sales partners and is responsible for managing
client service needs across sales territories, sales channels and client types. To accomplish this
goal, this role interacts with many areas of the firm (including Sales, Portfolio Management,
Product Management and Legal/Compliance) in a professional, knowledgeable, and diligent manner in
order to add value to the client experience.

This position requires a thorough understanding of a client service environment and may participate
in

business development initiatives which could require an in-depth understanding of the industry,
client base, and systems.


PRIMARY 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 executing
trades.

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.

Working closely with the firm's trading desks relaying the status of trading activity on all
institutional client accounts.

Provide ongoing feedback to the team regarding service quality, training, and coaching in an
effort to increase the effectiveness and consistency of service and relationship management.

Cultivate a service environment targeted towards enhancing the client experience.


QUALIFICATIONS:

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 of a transfer agent.

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


WORK EXPERIENCE:

Preferred 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)

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