• Ayco, A Goldman Sachs Company
  • Parsippany , NJ
  • Miscellaneous
  • Full-Time
  • 125 Janelle Blvd

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Overview
A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. CAs play an integral role on the team in tracking the pipeline of business growth opportunities and are the main point of contact with clients in managing the onboarding process, as well as the ongoing operational client experience.
Responsibilities
Main point of contact in the client on-boarding process, including:
- Managing the pipeline of new business opportunities in SalesForce
- Counseling on-boarding, data management and contracting
- Preparing, submitting and tracking of new accounts through to funding
- Introducing clients and providing clients with an overview of website features
Monitor and resolve client billing and contract issues
Schedule client meetings and support counseling Quality requirements
Assist with tax season activities, including tax return quality control, estimated payments and e-filing
Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues
Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)
Interface with internal groups to complete various investment and operational tasks, including:
- Various items relating to Goldman/Fidelity accounts
- Special Investments and Private Equity requests
- Fixed Income groups for keep/sell analyses and funding exceptions
- Client Data Management for data management and updating of Ayco records
Initiating and tracking status of Annual Letter Mailings
Assisting teams with remediating exceptions to Client Profile Forms
Complete class action lawsuit paperwork
Completion of call backs and knowledge-based authentication as required
Complete positive/negative consent client emails, handle exception tracking and comments
Track changes to Ayco List of Mutual Funds and accounts that contain removed funds
Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations
Request Morningstar reports from Private Wealth Management
Qualifications
Bachelor's degree preferred
Working knowledge of Word, Excel, Outlook and PowerPoint
Ability to work in a fast-paced environment and think clearly under pressure
Excellent communications skills; team focused
Extremely organized and detail-oriented
Client service experience preferred

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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