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361 Goldman Sachs Jobs

Asset & Wealth Management - Client Analyst - Associate

4-5 years

Bangalore / Bengaluru

1 vacancy

Asset & Wealth Management - Client Analyst - Associate

Goldman Sachs

posted 2hr ago

Job Role Insights

Flexible timing

Key skills for the job

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.
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

Employment Type: Full Time, Permanent

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What people at Goldman Sachs are saying

1.0
 Rating based on 1 Associate Analyst review

Likes

Steep learning curves

Dislikes

Has a culture of overwork

Read 1 review

Associate Analyst salary at Goldman Sachs

reported by 16 employees
₹17 L/yr - ₹30.9 L/yr
377% more than the average Associate Analyst Salary in India
View more details

What Goldman Sachs employees are saying about work life

based on 1.2k employees
67%
88%
79%
91%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

Goldman Sachs Benefits

Cafeteria
Work From Home
Health Insurance
Free Transport
Gymnasium
Child care +6 more
View more benefits

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Goldman Sachs Bangalore / Bengaluru Office Location

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Bengaluru Office
Goldman Sachs Services Pvt. Ltd Cherry Hills, Embassy Golf Links Business Park, 6, Embassy Golf Links Business Park, Domlur Layout Bengaluru
Karnataka

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