Asset Management Operations – Client/Shareholder Services – Chicago – AnalystChicago, Illinois, United States
Asset Management Operations – Client/Shareholder Services – Chicago – Analyst
Asset Management Operations – Client/Shareholder Services – Chicago – AnalystChicago, Illinois, United States

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

OUR IMPACT

Asset & Wealth Management Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales, trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Asset & Wealth Management Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation.

Goldman Sachs Asset Management delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Asset Management is one of the pre-eminent investment management organizations globally. Critical to the success of Asset Management is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.

Asset Management Operations – Client/Shareholder Services is ideal for the person who seeks to deepen his or her client service focus, relationship management skills, has knowledge of the asset management business, is very detail oriented, intellectually curious, enjoys a very fast paced/high energy work environment, welcoming the demands of heavy client interaction. This role involves front line communication with our Institutional clients, financial advisors and sales partners and is responsible for managing client service needs across sales territories, sales channels and client types. To accomplish this goal, this role interacts with many areas of the firm (including Sales, Portfolio Management, Product Management and Legal/Compliance) in a professional, knowledgeable, and diligent manner to add value to the client experience.

PREFERRED QUALIFICATIONS 

  • Bachelor’s Degree
  • Preferred 0-3 years of relevant client service experience in a financial services industry environment.
  • NASD Series 7 and Series 63 preferred (should be obtained within first 60 days on the job) 
  • Ability to manage client relationships by serving as the primary point of contact with clients & sales channels.
  • Experience providing a full range of services: including answering client inquiries for fund/portfolio information and literature, acting as the point person for any client-related issues, and managing client lifecycle events
  • Experience in Client Onboarding/ Customer Identification Program (CIP)/Know Your Customer (KYC) processes a plus
  • Ensure due diligence is performed on new and existing Third-Party Distributors as well as other Intermediaries.
  • Excellent understanding of asset management products such as Money Market Funds, Mutual Funds, Collective Trusts, SMA, or Alternative Investments. Preferred understanding from the service perspective regarding Alternative Investment vehicles
  • Self-motivated and proactive team player who takes ownership and accountability of projects, and has strong organizational skills to effectively manage competing priorities
  • Proven analytical and problem-solving skills with meticulous attention to detail to enable the ability to communicate complex items to a wide array of internal counterparties
  • Experience with ad hoc responsibilities which include but not limited to, red flag reviews, dealer terminations, and report monitoring. 
  • Excellent written and verbal communication skills, and strong client service orientation
  • Proficiency in using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Salary Range 
The expected base salary for this Chicago, Illinois, United States-based position is $55000-$80000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits 
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.