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.
YOUR IMPACT
We are looking for customer services professionals to join our growing customer support team. Are you an experienced customer service professional or have a desire to build a career in customer services?
OUR IMPACT
Our division provides critical operational functions to ensure our customers can manage their accounts with us easily and securely. From day one, team members play a vital role in upholding the three customer support principles of customer focus, process innovation and risk management. You will join and support our US Deposits function in Bengaluru.
Job Summary & Responsibilities
The Back Office Specialist is responsible for the day to day coverage of customer account maintenance processes including but not limited to application review and processing, and correspondence.
- Provide support for customers with various online retail deposit products such online savings accounts and certificate of deposits
- Access multiple electronic systems and document steps taken to efficiently service the customer
- Participate in projects to drive operational excellence
- Completion of ongoing compliance and remedial training as scheduled
- Meet established goals for all metrics, including quality, productivity and profitability quotas, and customer acquisition by focusing on maximizing service to customers.
BASIC QUALIFICATIONS
- Minimum Graduation
- Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
- 1 years of experience in financial services/banking environment/regulations
- Strong problem solving and analytical/accounting skills
- Ability to multi-task in a fast paced environment
- Excellent communication skills, both verbal and written
- High level of accuracy and attention to detail
- 1 – 3.5 years of relevant experience
- Experience in delivery of customer service
Preferred Qualifications
- Experience in a retail banking environment/Insurance environment