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 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.

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:

• Provide incoming call coverage when needed to assist customers with various online retail deposit products such online savings accounts and certificate of deposits
• Application review and processing
• Complaint monitoring and correspondence
• Money movement transactions
• Access multiple electronic systems and document steps taken to efficiently service the customer
• Participate in projects to drive operational excellence
• Meet established goals for all metrics, including call quality, productivity and profitability quotas, and customer acquisition by focusing on maximizing service to customers

Basic Qualifications:

• High School diploma or GED.
• Minimum 2 years of customer service experience.
• Must have a positive attitude and be self-directed, detail oriented, driven and able to work independently in a team-oriented and fast paced environment.
• Partner with a team of specialists to deliver top notch customer service while ensuring risks are appropriately mitigated.
• Showcase your attention to detail and ability to manage several tasks at once by ensuring all cases are appropriately investigated and resolved.
• Demonstrate basic banking knowledge with an emphasis on customer experience and company culture.

Preferred Qualifications:

• Strong problem solving and analytical/accounting 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
• Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook
• 2 years of experience in portfolio servicing, loan/lease accounts reconciliations, booking, charges adjustments, payment histories, A/R system, ACH (Sure pay) setup, loan terminations, etc.
• Identify processes and controls improvement by leveraging constant evolving tools that can be used to build scalability without introducing new risks.
• Associate’s or Bachelor’s Degree

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., 2021. All rights reserved.

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