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Asset & Wealth Management Client Analyst at Goldman Sachs, Saratoga Springs – client service, data management, and tax preparation.

Join a team serving ultra‑high net‑worth families, handling financial planning, tax, estate, and investment tasks.

ABOUT THIS JOB

The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. Client Analysts play an integral role on the team regarding client data management and assist in the day-to‑day duties regarding the client relationship.

Our Impact:

The Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra‑high net worth clients for more than thirty years. We target a client ratio of 8-12 families per advisor. This ratio allows us to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience.

How You Will Fulfill Your Potential:

Are you a quick-thinking self-starter with a passion for the financial services industry, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? We are seeking individuals who identify as highly organized quick thinkers with a passion to help others. Candidates should have an interest in financial planning and tax, and the desire to work closely with ultra-high net worth individuals in a team setting. We are looking for candidates who possess the ability to problem solve and 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.

Principal Responsibilities:

Client on-boarding and data management to ensure up-to-date information records
Tax data management, including requesting and organizing relevant tax data to be used in the preparation of client tax returns
Assist with tax season activities, including tax return quality control, liaising with third-party tax preparers, preparing estimated payment vouchers and e-filing tax returns
Complete annual tax mailings and requirements (e.g., foreign reporting forms and tax DISCLAIMERS)
Assist with data gathering for the creation of client financial exhibits and in some cases helping the team to prepare certain exhibits when applicable (cash flow reports, etc.)
Prepare documents for third-party investment subscriptions
Complete required paperwork for asset transfer and account service requests (e.g., letters of authorization)
Interface with internal groups to complete various investment and operational tasks
Monitor and report on quality control metrics
Create and manage accounts and portals for secure communication with clients and third parties

SKILLS & EXPERIENCE WE’R LOOKING FOR

Basic Qualifications:

Bachelor’s degree preferred
Client service experience preferred
Working knowledge of Word, Excel, Adobe, Outlook and PowerPoint
Ability to work in a fast-paced environment and think clearly under pressure
Strong organizational and multitasking skills
Commits a high degree of focus to ensure excellent work quality and accuracy
Excellent written and verbal communication skills
Enthusiastic and positive approach to problem-solving and client service
A strong team player that enjoys working with others
Must be able to be innovative, pro-actively manage time and follow through to complete tasks
Ability to maintain a high degree of confidentiality

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit to 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. Headquarters 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 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.

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

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs