Asset & Wealth Management - AYCO - Client Services - Analyst - Bengaluru

About Goldman Sachs

The Goldman Sachs Group, Inc. is 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 high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bengaluru, Hong Kong and other major financial centers around the world.

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 businessprovides digital solutionsfor 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.

AYCO

Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

Client Analyst Role (India) – Job Description & Responsibilities

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

Basic Qualifications

• Bachelor’s / Master’s degree of Finance, Economics, Business or Commerce
• Strong communication and interpersonal skills
• Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools is advantageous.
• Extremely organized and detail-oriented
• Client service experience preferred.

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:

© The Goldman Sachs Group, Inc., 2024. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer

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