Asset & Wealth Management, Wealth Strategies Group, Life Analyst - Albany

Wealth Strategies Group Client Support Analyst

The Wealth Strategies Group Client Support Analyst serves Ayco clients and Account Manager teams, and acts as the point of contact for the life insurance underwriting process. The analyst works conversationally with clients to answer questions and assist with the underwriting process of insurance products. They are required to work across multiple products while adhering to all policies and procedures, including quality, client service, information security, and compliance.

Essential Duties and Responsibilities

• Work cooperatively with clients to identify and resolve issues and concerns.
• 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 the status of open client engagements and escalations in accordance with established standards.
• Work with internal teams to identify root causes of recurrent issues and make recommendations for improvement.
• Cultivate a service environment targeted toward enhancing the client experience.
• Analyze and solve problems, both independently and with the team.
• Ensure accuracy in data entry across multiple systems.
• Provide ongoing feedback to the team regarding quality service, training, and coaching to increase client experience effectiveness.
• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.

Qualifications / Requirements

• Bachelor’s degree preferred.
• 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 a creative thinker.
• Excellent judgment with a focus on client service.
• Self-motivated with strong problem-solving abilities in a fast-paced environment.
• Working knowledge of Microsoft Word, PowerPoint, Outlook, and Adobe products.

About Goldman Sachs

At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and communities 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 are committed to fostering and advancing diversity and inclusion in our workplace and beyond by ensuring every individual within our firm has opportunities to grow professionally and personally through training, development opportunities, firm-wide networks, benefits, wellness, and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

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