The Goldman Sachs Group, Inc

Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs

The Goldman Sachs Group, Inc$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred
  • Experience in client service preferred
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe
  • Ability to perform in a fast-paced work environment
  • Strong organizational and multitasking abilities
  • Exceptional written and verbal communication skills
  • Demonstrated enthusiasm and a positive approach to client service

Responsibilities

  • Onboard clients and manage their data to keep records current
  • Organize and request tax data for client tax return preparation
  • Assist during tax season with quality control and liaising with tax preparers
  • Complete annual tax mailings and compliance forms
  • Gather data for client financial exhibits and assist in preparation
  • Prepare third-party investment subscription documents
  • Handle paperwork for asset transfers and account service requests
  • Collaborate with internal teams on investment and operational tasks
  • Monitor quality control metrics and report findings
  • Manage secure client communication accounts and portals

Benefits

  • Comprehensive benefits package including wellness offerings
  • Valuable and competitive employee benefits
  • Support for part-time employees who meet hour requirements
  • Focus on employee experience and satisfaction
Full Job Description
Job Description

ABOUT THIS JOB

A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. Client Analysts play an integral role on the team regarding client data management and assist in the day-to-day duties regarding the client relationship.

Principal Responsibilities:
  • Client on-boarding and data management to ensure up-to-date information records
  • Tax data management, including requesting and organizing relevant tax data to be used in the preparation of client tax returns
  • Assist with tax season activities, including tax return quality control, liaising with third-party tax preparers, preparing estimated payment vouchers and e-filing tax returns
  • Complete annual tax mailings and requirements (e.g., foreign reporting forms and tax disclaimers)
  • Assist with data gathering for the creation of client financial exhibits and in some cases helping the team to prepare certain exhibits when applicable (cash flow reports, etc.)
  • Prepare documents for third-party investment subscriptions
  • Complete required paperwork for asset transfer and account service requests (e.g., letters of authorization)
  • Interface with internal groups to complete various investment and operational tasks
  • Monitor and report on quality control metrics
  • Create and manage accounts and portals for secure communication with clients and third parties

SKILLS & EXPERIENCE WE'RE LOOKING FOR

Basic Qualifications:
  • Bachelor's degree preferred
  • Client service experience preferred
  • Working knowledge of Word, Excel, Adobe, Outlook and PowerPoint
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong organizational and multitasking skills
  • Commits a high degree of focus to ensure excellent work quality and accuracy
  • Excellent written and verbal communication skills
  • Enthusiastic and positive approach to problem-solving and client service
  • A strong team player that enjoys working with others
  • Must be able to be innovative, pro-actively manage time and follow through to complete tasks
  • Ability to maintain a high degree of confidentiality

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. 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.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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