Associate, POT Client Services - Operations

Associate, POT Client Services - Operations with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Conduct daily reconciliations for firm books and records on investment and cash balances. Liaise with partner teams to resolve any daily reconciliation differences and take corrective action as necessary. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Accounting, Finance, Mathematics, Marketing & Operation Management or related field. Two (2) years of experience in the job offered or in a related role. Prior experience must include two (2) years in the following: utilizing Microsoft Office products to assist in daily functions, including: Excel for data analysis on large datasets for accurate reporting PowerPoint to create presentations supplements for management Visual Basic for Applications (VBA) to automate and enhance processes Coaching and upskilling peers to ensure team adherence to firm standards ; project Management experience, including: applying waterfall and agile best practices Utilizing JIRA and Confluence for project tracking and documentation Applying BPM tools, including Microsoft Visio or Signavio, to visualize operational processes; evaluating team processes for operational inefficiencies and points of risk and assisting in the design and implementation of new processes; testing Low-Code and Engineering solutions prior to production release by creating robust testing scripts; and applying financial knowledge to analyze a high volume of client-initiated transactions to ensure the integrity of firm records. Job Code: 8942096 Salary Range: Annual base salary for this Cohoes, New York -based position is $74,000 - $84,000. QUALIFIED APPLICANTS: Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE. ©The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.