Early Careers | Client Services / Sales Support | Wilmington, DE

Location(s) US-DE-Wilmington
Job ID
2021-74895
Schedule Type
Full Time
Level
Analyst
Function(s)
Client Services/Sales Support - Early Career
Region
Americas
Division
Early Career
Business Unit
All
Employment Type
Employee

MORE ABOUT THIS JOB

Please note division and function examples are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business need. Specific roles will be confirmed through the interview process.

RESPONSIBILITIES AND QUALIFICATIONS

From executing trades to answering client questions on accounts, portfolios and records, we believe in delivering world-class services to our thousands of clients and customers. Our client/customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving.

 

Divisions and Job Functions

 

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. An integrated part of PWM is The Goldman Sachs Trust Company (GSTC), N.A.. a limited-purpose national bank offering world-class, sophisticated trust and estate administration services to ultra-high-net-worth clients.

 

The Trust Wealth Management Professional (WMP) provides direct account oversight including relationship management, and is a key person in managing the ongoing operational experience for the client.  Typical responsibilities include the following: 

  • Have direct account responsibility and serve as the primary liaison between the client and the Private Wealth Advisor
  • Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts
  • Administer cash management functions, including journals, checks and wires
  • Prepare tax payments and other related tax filings
  • Manage client account oversight activities to comply with regulatory requirements
  • Reconcile and verify account activity and research historical data as needed
  • Coordinate investment advisory account implementation
  • Lead projects related to new business development and team strategic planning
  • Serve as key liaison to other areas supporting the PWM business
  • Assist with the new account onboarding process, including documentation and funding
  • Participate in efforts to improve efficiencies within the GSTC business

 Preferred Qualifications:

  • Strong interpersonal, organization, leadership and communication skills
  • Desire to work in a team-oriented environment
  • Detail-oriented, and creative thinker
  • Working knowledge of Outlook, Excel and Word
  • Undergraduate degree (required)

ABOUT GOLDMAN SACHS

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. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

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 at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html



© The Goldman Sachs Group, Inc., 2020. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity