Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Marcus by Goldman Sachs

The firm’s direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.

Responsibilities:

• Answering questions about Marcus products via phone while providing website navigation support and assisting with the application process
• Supporting Marcus customers by answering general questions, taking action on accounts and assisting with general troubleshooting steps
• Accessing multiple electronic systems at once and documenting steps taken to efficiently and accurately complete the request
• Participating in projects or process improvements to drive operational excellence
• Completion of ongoing compliance and remedial training as scheduled
• Meeting established goals for all performance metrics, including call quality, productivity and schedule adherence to provide an exceptional level of service to prospective and current customers
• Abide by applicable regulatory and departmental policies and procedures

Basic Qualifications:

• High School diploma or GED
• 1+ year related customer service experience
• Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)

Preferred Qualifications:

• Associates or Bachelor's Degree
• Excellent interpersonal, relationship building and communication (written and verbal) skills 
• Strong analytical, problem solving, facilitation, organization, and planning skills 
• Solid working knowledge of all Customer Service functions within a consumer bank (contact center or branch banking experience) 
• Understands and can clearly explain terms and conditions 
• Proven follow-up skills