Job Description

About Goldman Sachs 

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Wealth Management

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 consumer business provides digital solutions for customers to better spend, borrow, invest, and save. 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.

Job Description

Client Analysts provide integral administrative and operational support to Executive Wealth Advisor teams with a strong focus on client data management, document archiving and tracking, and tax season operations.  As an extension of the Advisor team, Client Analysts in our India office will interface regularly with our US-based Client Analysts to ensure ongoing communication and collaboration, leading to high quality deliverables and a seamless client experience. 

Responsibilities

• Maintain accuracy of client demographic and employer information across multiple systems and platforms 
• Prepare Client Information Forms to reflect client demographic and employer changes, and submit to Docusign team for processing 
• Track and monitor client Quality requirements and escalate outstanding quality items to Advisor team
• Assist Advisor team in monitoring client contract management, billing, and aged invoices. 

• Tax Season responsibilities, including:
• Track and maintain client co-sourcing authorization status, including preparing new consent forms and submitting to Docusign team
• Track and maintain client Foreign Reporting Questionnaire status, including preparing new questionnaires and submitting to Docusign team
• Prepare tax organizers for teams to send to clients
• Archive electronic client tax data to Netdocs and prepare for submission to data-entry team. 
• Complete tax return final logical review checklist and prepare finalized tax returns for electronic delivery to clients. 
• Prepare client e-filing authorization forms and submit to Docusign team for processing.
• Prepare estimated tax payment and extension vouchers
• Work with e-filing team once completed to archive completed tax information into Netdocs.

• General administrative support, including: 
• Process expense reports and travel billing allocations 
• Document archiving, including filing electronic client financial statements, correspondence and tax data 

About Goldman Sachs 

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

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 professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer

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