Goldman Sachs
Asset & Wealth Management - Vice President-Client Services - Operations - Chicag
Goldman Sachs, Chicago, Illinois, United States, 60290
Asset & Wealth Management – Vice President – Client Services – Operations – Chicago
Goldman Sachs
Job Impact Client Service Vice President in Shareholder Services focuses on deepening client service and relationship management, leading a team with heavy client interaction. Front‑line communication with Third Party Wealth clients and internal sales partners for Separately Managed Accounts (SMAs) manages client service needs across sales territories, channels and types. Interacts with Operations, Sales, Portfolio Management, Product Management, Legal, and Compliance to add value to the client experience. Business development initiatives related to SMAs may require in‑depth industry, client base, and systems knowledge.
Primary Responsibilities
Manage a team of Analysts and Associates that support client relationships by serving as primary point of contact with clients & sales channels
Collaborate with the client onboarding team to ensure partnership across teams
Manage escalations and resolution for a full range of services including supporting client onboarding, answering client inquiries for fund/portfolio information, and executing client lifecycle events
Communicate and work closely with the sales force to provide high quality service to clients
Analyze and solve problems independently and with the team
Work on special value projects as necessary (e.g., asset development/retention, automation related projects)
Partner with Management and other Service Representatives to build long‑term successful & scalable service models
Work closely with the firm’s trading desks on escalations related to trading activity on all client accounts
Provide ongoing feedback to the team regarding service quality, training, and coaching to increase effectiveness and consistency of service and relationship management
Cultivate a service environment targeted toward enhancing the client experience
Qualifications
Ability to deliver superior client service to internal and external clients
Critical thinking, analytical, and problem‑solving skills
Outstanding leadership, time management, and relationship management skills
Resourceful individual with high intellectual curiosity
Keen attention to detail and high sense of urgency, meeting client needs thoroughly and efficiently
High caliber individual with experience in financial services and specifically Separately Managed Accounts and service to Financial Advisors
Highly self‑motivated with strong communication and teamwork skills, able to work well in a fast‑paced environment
Proficient PC skills including MS Word, MS Excel, and MS Power Point
Bachelor’s degree required
Preferred Experience
5+ years of relevant client service experience in a financial services industry environment
FINRA Series 7 and Series 63
FINRA Series 24 preferred (obtainable within first 60 days)
About Goldman Sachs Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base including corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
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Job Impact Client Service Vice President in Shareholder Services focuses on deepening client service and relationship management, leading a team with heavy client interaction. Front‑line communication with Third Party Wealth clients and internal sales partners for Separately Managed Accounts (SMAs) manages client service needs across sales territories, channels and types. Interacts with Operations, Sales, Portfolio Management, Product Management, Legal, and Compliance to add value to the client experience. Business development initiatives related to SMAs may require in‑depth industry, client base, and systems knowledge.
Primary Responsibilities
Manage a team of Analysts and Associates that support client relationships by serving as primary point of contact with clients & sales channels
Collaborate with the client onboarding team to ensure partnership across teams
Manage escalations and resolution for a full range of services including supporting client onboarding, answering client inquiries for fund/portfolio information, and executing client lifecycle events
Communicate and work closely with the sales force to provide high quality service to clients
Analyze and solve problems independently and with the team
Work on special value projects as necessary (e.g., asset development/retention, automation related projects)
Partner with Management and other Service Representatives to build long‑term successful & scalable service models
Work closely with the firm’s trading desks on escalations related to trading activity on all client accounts
Provide ongoing feedback to the team regarding service quality, training, and coaching to increase effectiveness and consistency of service and relationship management
Cultivate a service environment targeted toward enhancing the client experience
Qualifications
Ability to deliver superior client service to internal and external clients
Critical thinking, analytical, and problem‑solving skills
Outstanding leadership, time management, and relationship management skills
Resourceful individual with high intellectual curiosity
Keen attention to detail and high sense of urgency, meeting client needs thoroughly and efficiently
High caliber individual with experience in financial services and specifically Separately Managed Accounts and service to Financial Advisors
Highly self‑motivated with strong communication and teamwork skills, able to work well in a fast‑paced environment
Proficient PC skills including MS Word, MS Excel, and MS Power Point
Bachelor’s degree required
Preferred Experience
5+ years of relevant client service experience in a financial services industry environment
FINRA Series 7 and Series 63
FINRA Series 24 preferred (obtainable within first 60 days)
About Goldman Sachs Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base including corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
#J-18808-Ljbffr