AWM-GS Ayco-Wealth Strategies Group-Life New Business Insurance-Analyst-Albany A
Goldman Sachs Bank AG, Albany, NY, United States
AWM-GS Ayco-Wealth Strategies Group-Life New Business Insurance-Analyst-Albany location_on Albany, New York, United States
YOUR IMPACT
Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
OUR IMPACT
Goldman Sachs Ayco Personal Financial Management 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.
The Wealth Strategies Group Client Support Analyst serves Ayco clients, Account Managers teams and as the point of contact for life insurance underwriting process. The Wealth Strategies Group Client Support Analyst works conversationally with our clients to answer questions and assist clients with the underwriting process of insurance products. They are required to work across multiple products while adhering to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Work cooperatively with clients to identify and resolve issues and concerns identified.
Collect, analyze, and offer solutions to client requests through calls and emails.
Document all service efforts in accordance with established procedures and compliance policies
Communicate professionally and regularly with leadership and peers on status of open client engagements and escalations in accordance with established standards
Work with internal teams to root cause recurrent issues and make recommendations for improvement
Cultivate a service environment targeted towards enhancing the client experience
Analyzing and problem solving, both independently and with the team
Accuracy in the entry of data into multiple systems
Provide ongoing feedback to the team regarding quality service, training, and coaching to increase the effectiveness client experience.
Apply business judgment to identify unusual or suspicious activities and elevate issues as appropriate.
QUALIFICATIONS/REQUIREMENTS
Ability to deliver superior client service to internal and external clients
Ability to work flexible hours to support the needs of the business
Excellent interpersonal and communication skills with a desire and ability to work and lead in a team environment
Strong organizational, communication, leadership, interpersonal and time management skills
Keen attention to detail
Technology savvy and creative thinker
Excellent judgment with a focus on client service
Self-motivated with strong ability to problem solve in a fast-pace environment
Working knowledge of certain Microsoft products including Word, PowerPoint, and Outlook and Adobe.
Salary Range
The expected base salary for this Albany, NY United States-based position is $50,000 - $72,000 as of fiscal year-end.
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.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Benefits at Goldman Sachs
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Read more about the full suite of class-leading benefits our firm has to offer.
#J-18808-Ljbffr
YOUR IMPACT
Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
OUR IMPACT
Goldman Sachs Ayco Personal Financial Management 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.
The Wealth Strategies Group Client Support Analyst serves Ayco clients, Account Managers teams and as the point of contact for life insurance underwriting process. The Wealth Strategies Group Client Support Analyst works conversationally with our clients to answer questions and assist clients with the underwriting process of insurance products. They are required to work across multiple products while adhering to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Work cooperatively with clients to identify and resolve issues and concerns identified.
Collect, analyze, and offer solutions to client requests through calls and emails.
Document all service efforts in accordance with established procedures and compliance policies
Communicate professionally and regularly with leadership and peers on status of open client engagements and escalations in accordance with established standards
Work with internal teams to root cause recurrent issues and make recommendations for improvement
Cultivate a service environment targeted towards enhancing the client experience
Analyzing and problem solving, both independently and with the team
Accuracy in the entry of data into multiple systems
Provide ongoing feedback to the team regarding quality service, training, and coaching to increase the effectiveness client experience.
Apply business judgment to identify unusual or suspicious activities and elevate issues as appropriate.
QUALIFICATIONS/REQUIREMENTS
Ability to deliver superior client service to internal and external clients
Ability to work flexible hours to support the needs of the business
Excellent interpersonal and communication skills with a desire and ability to work and lead in a team environment
Strong organizational, communication, leadership, interpersonal and time management skills
Keen attention to detail
Technology savvy and creative thinker
Excellent judgment with a focus on client service
Self-motivated with strong ability to problem solve in a fast-pace environment
Working knowledge of certain Microsoft products including Word, PowerPoint, and Outlook and Adobe.
Salary Range
The expected base salary for this Albany, NY United States-based position is $50,000 - $72,000 as of fiscal year-end.
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.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Benefits at Goldman Sachs
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Read more about the full suite of class-leading benefits our firm has to offer.
#J-18808-Ljbffr