Job Summary

Serving as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities.

Responsibilities

- Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals
- Work closely with Wealth Advisor teams to support their AYCO clients
- Leverage your operational background and experience to contribute to a growing business
- Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
- Manage cash balances and private banking services in accounts
- Resolve time sensitive client service-related issues, including complex situations
- Plan and manage new account onboarding process, asset transfers and other account service requests
- Managing the pipeline of new business opportunities in Salesforce
- Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.




- Facilitate various aspects of client portfolio performance reporting and analysis
- Assist with tax activities, including tax return quality control, estimated payments, e-filing
- Interface with internal groups to complete various investment and operational tasks.
- Complete positive/negative consent client emails, handle exception tracking and comments.

Basic Qualifications

- CA fresher Sep25 cleared
- Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook
- Ability to maintain a high level of confidentiality
- Enthusiastic and positive approach to problem-solving and client service
- Proven track record with cross-training, task-sharing and mutually supportive teamwork
- Must be able to be innovative, pro-actively manage time and follow through to complete tasks
- Demonstrated excellent verbal and written communication skills
- Demonstrated ability to multi-task in a quick-paced environment

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst (Bengaluru)
🏢 Goldman Sachs
📍 Bengaluru