Asset & Wealth Management, Wealth, Partner Family Office, Client Analyst - Dallas

YOUR IMPACT
The Goldman Sachs Partner Family Office provides curated and customized financial planning and investment management advice and implementation to Goldman Sachs Partners, Partner Alumni and their families.

Client Analysts are integral parts of PFO Planning client advisory teams. In this role, Client Analysts within advisory teams lead all aspects of client service operations, from organizing advisory team and client meetings, to supporting advisory teams through tax and other client service deadlines, to completing DocuSign requests, etc. A highly organized candidate, with strong team orientation and excellent communication skills will thrive in this role.
 

OUR IMPACT
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.
 

HOW YOU WILL FULFILL YOUR POTENTIAL 

• Schedule and manage client and advisory team meetings, including travel, space management and expenses. 
• Spearhead client onboarding and contracting, including resolving any questions or issues related to billing, invoicing or contracts
• Support advisory teams deliver critical client service, including assistance through tax deadlines. This can include:
  • managing and processing incoming client mail
  • creating vouchers
  • requesting checks
  • downloading tax documents
  • drafting responses
  • prepopulating subscription documents
  • populating appropriate tax forms
  • communicating operational tasks with external tax firms 
  • mailing out responses and tax filing, etc.
  • managing task trackers (i.e. tax refund logs, mortgage, tax tracker, notices log, frequency report etc.)
  • coordinate capital calls
  • supporting mortgage requests and applications
  • preparing consent forms
  • DocuSign requests
  • database updates 
  • executing philanthropic giving processes, including charitable acknowledgment letters
• Support data gathering asks, data management et al as required 
• Collaborate with internal teams to complete various client service and operational tasks, including issue resolutions
• Ensure processes and procedures within the advisory team are effective, efficient and compliant with firmwide policies and procedures
• Identify opportunities to enhance operational efficiency 
• Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security and compliance       
• Ad hoc issue resolution and management support as required

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• Bachelor’s degree and / or demonstrated client service experience in a corporate environment
• Familiarity with financial planning and tax documents is advantageous 
• Proficiency in Word, Excel, Outlook and Powerpoint
• Eager to work in a fast-paced environment; ability to think and execute clearly under time pressure
• Extremely organized and detail-oriented
• Excellent communications skills
• Team orientation

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 train