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Goldman Sachs

Asset & Wealth Management – Ayco Client Analyst

We are seeking a detail-oriented and client-focused Client Analyst to join our Asset & Wealth Management team within Ayco, a division of Goldman Sachs. This role offers an exciting opportunity to work directly with clients, providing personalized financial guidance and supporting their wealth management needs.

About the Role:
As a Client Analyst, you will assist in delivering comprehensive financial planning and wealth management services to clients, ensuring a seamless and high-quality experience. You will work closely with financial advisors to develop tailored solutions, support client inquiries, and manage account operations. This is an excellent opportunity to develop your career within a world-class organization while gaining exposure to a broad range of financial planning and wealth management strategies.

Key Responsibilities:

Support financial advisors in delivering personalized financial planning and investment solutions to clients
Prepare client reports, performance summaries, and financial analyses to support strategic decision-making
Conduct research and provide insights on investment options, market trends, and financial strategies
Serve as a primary point of contact for clients, addressing inquiries, resolving issues, and maintaining relationships
Assist in managing client accounts, ensuring accurate and timely updates, transactions, and documentation
Collaborate with internal teams to ensure a seamless onboarding process and ongoing client service
Monitor portfolio performance and recommend adjustments to align with clients’ financial goals and risk tolerance
Maintain compliance with regulatory requirements and internal policies, ensuring data accuracy and confidentiality
Proactively identify opportunities to enhance client satisfaction and build lasting relationships
Participate in team meetings, training, and development programs to enhance your knowledge and skills

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field
1-3 years of experience in wealth management, financial planning, or client service (internships included)
Strong understanding of financial planning principles, investment products, and market trends
Excellent interpersonal and communication skills, with the ability to build and maintain client relationships
Proficient in financial analysis tools and platforms, including Microsoft Excel
Detail-oriented, highly organized, and able to manage multiple tasks in a fast-paced environment
Strong problem-solving skills and the ability to work both independently and as part of a team
FINRA Series 7 and 66 licenses preferred, or the ability to obtain within 6 months of hire

Why Join Us?
This is a unique opportunity to be part of a prestigious team at Ayco, a division of Goldman Sachs, where you will play a key role in helping clients achieve their financial goals. We offer competitive compensation, professional growth opportunities, and a collaborative work environment that fosters innovation and excellence.

Apply Today to join our team and make an impact in the lives of our clients through top-tier asset and wealth management services.

Interested in this job ?

Thrive in a supportive, innovative, and rewarding environment.

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