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 cutting-edge, pro-actively manage time and follow through to com

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