Job Description

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.

Marcus by Goldman Sachs

The firm’s direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.

Responsibilities:

• ODR request processing
• Correspondence & Account maintenance request processing
• Meet established goals for all metrics, including quality, productivity, and schedule adherence to focus on maximizing service to customers
• Assist in identifying opportunities to track improvements and work with stakeholders to execute changes to improve current processes

Basic Qualifications:

Strong problem solving and analytical skills

• Ability to multi-task in a fast paced environment
• Excellent communication skills, both verbal and written
• High level of accuracy and attention to detail
• Proficiency with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook
• Eager to learn and committed in executing tasks accurately and timely

Preferred Qualifications:

• 6-months tenure
• Prior experience working on similar environment 

Please keep the following factors in mind when determining if you’d like to pursue this opportunity: 

• Reflect on your personal quality and compliance performance.
• Punctuality and attendance is a key component of this role.
• Your comfort level with providing positive and constructive feedback to peers and business partners.
• Your ability to manage your own workload and to meet stringent deadlines.
• Required to take inbound calls for processing requests from Front Office and/or customers and adhere to our quality program expectations
• Required to make outbound follow-up calls as needed and adhere to our quality program expectations

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., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity