AWM-GS Ayco-Wealth Strategies Group-Life New Business Insurance-Analyst-Albany

Your Impact

Are you a quick-thinking self-starter with a passion for the financial markets, 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 and full-service implementation, including tax preparation and investments, to address the complexities of executives, entrepreneurs, and high-net-worth individuals. We seek professionals with an understanding of the markets who can 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.

Role Overview

The Wealth Strategies Group Client Support Analyst serves Ayco clients, Account Managers 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 provide 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.
• Collaborate with internal teams to root cause recurrent issues and make recommendations for improvement.
• Cultivate a service environment focused on enhancing the client experience.
• Analyze and problem-solve, both independently and with the team.
• Ensure accuracy in the entry of data into 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.

Salary Range

The expected base salary for this Albany, NY-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 workplace and beyond by ensuring every individual has 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.

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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