Asset & Wealth Management, Wealth Strategies Group, Life Analyst Albany
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Job Location:
Albany, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
The Wealth Strategies Group Client Support Analyst serves Ayco clients Account Managers teams and as the point of contact for life insurance underwriting 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 in to 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 escalate issues as appropriate.
QUALIFICATIONS/REQUIREMENTS
- Bachelors 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 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.
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. Were 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 committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group Inc. 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Required Experience:
IC
Key Skills
About Company
The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
