WealthManagement

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

• Provide assistance and support to escalated customers seeking resolution
• Act as a primary point of contact to seek out customer-centric solutions with Peers and business Partners
• Participate in projects and/or process improvements to drive operational excellence
• Utilize analytical and problem solving skills to solution customer facing issues independently or as part of a team
• Knowledge of and adherence to the Firm's Business Principles and Customer Service Values
• Meet established goals for all performance metrics; Including call quality, productivity and schedule adherence.
• Set the example by providing an exceptional level of service to prospective and current customers

• Strong sense of responsibility and reliability, minimizing tardies and unplanned occurrences
• Resiliency and adaptability to lead through various business changes
• Ability to positively impact team culture and morale

• Ability to work in a fast-paced environment while delivering exemplary customer service
• Minimum 2 years of experience in customer facing roles, (Senior Agent or Tier II preferred)
• Ability to collaborate, communicate effectively and influence others
• Proactive, flexible and ability to prioritize multiple tasks effectively
• Strong interpersonal, communication, and problem solving skills
• Client-centric with an inherent sense of urgency
• Ability to ask probing questions and actively listen to efficiently answer questions and clarify processes
• Strong verbal and written communication skills, as well as strong organizational
• Energetic, enthusiastic, and a self-starter
• Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)

• Knowledge of deposit products and basic securities concepts
• Bachelor's degree (U.S. or equivalent)
• Experience in a start-up environment
• Strong analytical, problem solving, facilitation, organization, and planning skills