Client Services Analyst

Goldman Sachs Asset Management is looking for a Client Service Analyst to join its Shareholder Services group, a global, sales-aligned team that delivers high-quality service to clients. The analyst will be the front-line contact for Third-Party Wealth clients and sales partners on Separately Managed Accounts (SMAs). They will work across Sales, Portfolio Management, Product Management, Legal, and Compliance to improve the client experience. The role suits a detail-oriented professional with asset management knowledge who thrives on heavy client interaction.

Key Responsibilities

Client Relationship Management

• Serve as the main point of contact for clients and sales channels.


• Provide a full range of services, including:


• Supporting client onboarding


• Answering inquiries about funds, portfolios, and literature


• Owning client issues


• Carrying out client lifecycle events


• Work closely with the sales force to deliver high-quality service.


• Build a service environment focused on improving the client experience.

Issue Resolution & Analysis

• Analyze and solve problems, both independently and with the team.


• Monitor and escalate service issues so clients get high-quality responses.

Trading Coordination

• Work closely with the firm’s trading desks and relay the status of trading activity on all client accounts.

Projects & Service Model Development

• Contribute to special value projects, such as asset development and retention or automation initiatives.


• Work with management and other service representatives to build successful, scalable long-term service models.

Qualifications

Required Experience & Licenses

• Bachelor’s degree


• SIE, Series 7, or Series 63 licenses


• At least 3 years of client-facing financial services experience, ideally no more than about 7–8 years of total industry experience


• Experience supporting Financial Advisors, wealth management clients, asset management products, or SMAs

Skills & Competencies

• Excellent client service for internal and external clients


• Strong critical thinking, analytical, and problem-solving skills


• Outstanding leadership, time management, and relationship management skills


• Resourceful and intellectually curious


• Close attention to detail and a strong sense of urgency


• Self-motivated, with strong communication and teamwork skills


• Works well in a fast-paced environment

Technical Skills

• Proficient in MS Word, Excel, Access, and PowerPoint