Goldman Sachs Group, Inc.
Asset & Wealth Management - Vice President-Client Services - Operations - Chicag
Goldman Sachs Group, Inc., Chicago, Illinois, United States, 60290
Asset & Wealth Management - Vice President-Client Services - Operations - Chicago
Job Description
Asset & Wealth Management Operations-Chicago -Vice President-Client Services – Operations
YOUR IMPACT
The position of Client Service Associate in Shareholder Services is ideal for someone who seeks to deepen his or her client service management focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, and welcomes the demands of leading a team with heavy client interaction. This role involves front line communication with our Third Party Wealth clients and internal sales partners, specifically for Alternative Investment vehicles 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 other Operations teams, Sales, Portfolio Management, Product Management, Legal, and Compliance in a professional, knowledgeable, and diligent manner to add value to the client experience. This position requires a thorough understanding of a client environment and may participate in business development initiatives related to AIV which could require an in-depth understanding of the industry, our client base, and systems.
OUR IMPACT: Goldman Sachs (GS) Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Within GS Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of GS Asset Management investment products, provides consultative services, scale and controls, all while focused on being accretive financially to the business. The Service team plays a critical role within Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.
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 management of 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, any client-related issues, and executing client lifecycle events
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
Working on special value projects as necessary (i.e., asset development/retention, automation related projects).
Partnering with Management and other Service Representatives to build long term successful & scalable service models
Working closely with the firm's trading desks on escalations related to trading activity on all client accounts
Providing ongoing feedback to the team regarding service quality, training, and coaching to increase the effectiveness and consistency of service and relationship management
Cultivating a service environment targeted towards 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 in a thorough and efficient manner
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, and the ability to work well in a fast-paced environment
Proficient PC skills including MS Word, MS Excel, and MS Power Point
WORK EXPERIENCE:
Preferred 5+ years of relevant client service experience in a financial services industry environment.
Preferred prior leadership experience
FINRA Series 7 and Series 63
ABOUT GOLDMAN SACHS The 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 that includes 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.
Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $90000-$230000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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.
Job Info
Job Identification 158153
Job Category Vice President
Posting Date 12/30/2025, 05:52 PM
Healthcare & Medical Services 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
#J-18808-Ljbffr
YOUR IMPACT
The position of Client Service Associate in Shareholder Services is ideal for someone who seeks to deepen his or her client service management focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, and welcomes the demands of leading a team with heavy client interaction. This role involves front line communication with our Third Party Wealth clients and internal sales partners, specifically for Alternative Investment vehicles 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 other Operations teams, Sales, Portfolio Management, Product Management, Legal, and Compliance in a professional, knowledgeable, and diligent manner to add value to the client experience. This position requires a thorough understanding of a client environment and may participate in business development initiatives related to AIV which could require an in-depth understanding of the industry, our client base, and systems.
OUR IMPACT: Goldman Sachs (GS) Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Within GS Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of GS Asset Management investment products, provides consultative services, scale and controls, all while focused on being accretive financially to the business. The Service team plays a critical role within Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.
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 management of 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, any client-related issues, and executing client lifecycle events
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
Working on special value projects as necessary (i.e., asset development/retention, automation related projects).
Partnering with Management and other Service Representatives to build long term successful & scalable service models
Working closely with the firm's trading desks on escalations related to trading activity on all client accounts
Providing ongoing feedback to the team regarding service quality, training, and coaching to increase the effectiveness and consistency of service and relationship management
Cultivating a service environment targeted towards 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 in a thorough and efficient manner
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, and the ability to work well in a fast-paced environment
Proficient PC skills including MS Word, MS Excel, and MS Power Point
WORK EXPERIENCE:
Preferred 5+ years of relevant client service experience in a financial services industry environment.
Preferred prior leadership experience
FINRA Series 7 and Series 63
ABOUT GOLDMAN SACHS The 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 that includes 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.
Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $90000-$230000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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.
Job Info
Job Identification 158153
Job Category Vice President
Posting Date 12/30/2025, 05:52 PM
Healthcare & Medical Services 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
#J-18808-Ljbffr