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 recent account onboarding process, asset transfers and other account service requests
Managing the pipeline of recent 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 (India)
🏢 Goldman Sachs
📍 India