Client Services Analyst

Phyton Talent Advisors · Chicago, Illinois

FULL TIME

Job Description

Goldman Sachs Asset Management is looking for a Client Service Analyst to join its Shareholder Services group, a global, sales-aligned team that delivers high-quality service to clients. The analyst will be the front-line contact for Third-Party Wealth clients and sales partners on Separately Managed Accounts (SMAs). They will work across Sales, Portfolio Management, Product Management, Legal, and Compliance to improve the client experience. The role suits a detail-oriented professional with asset management knowledge who thrives on heavy client interaction.

Key

Responsibilities

Client Relationship Management

Serve as the main point of contact for clients and sales channels.

Provide a full range of services, including

Supporting client onboarding

Answering inquiries about funds, portfolios, and literature

Owning client issues

Carrying out client lifecycle events

Work closely with the sales force to deliver high-quality service.

Build a service environment focused on improving the client experience.

Issue Resolution & Analysis

Analyze and solve problems, both independently and with the team.

Monitor and escalate service issues so clients get high-quality responses.

Trading Coordination

Work closely with the firm’s trading desks and relay the status of trading activity on all client accounts.

Projects & Service Model Development

Contribute to special value projects, such as asset development and retention or automation initiatives.

Work with management and other service representatives to build successful, scalable long-term service models.

Qualifications

Required Experience & Licenses

Bachelor’s degree

SIE, Series 7, or Series 63 licenses

At least 3 years of client-facing financial services experience, ideally no more than about 7–8 years of total industry experience

Experience supporting Financial Advisors, wealth management clients, asset management products, or SMAs

Skills & Competencies

Excellent client service for internal and external clients

Strong critical thinking, analytical, and problem-solving skills

Outstanding leadership, time management, and relationship management skills

Resourceful and intellectually curious

Close attention to detail and a strong sense of urgency

Self-motivated, with strong communication and teamwork skills

Works well in a fast-paced environment

Technical Skills

Proficient in MS Word, Excel, Access, and PowerPoint

Company	Phyton Talent Advisors
Location	Chicago, Illinois
Type	FULL TIME
Niche	Office supervisors

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