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:
- Provide incoming call coverage when needed to assist customers with various online retail deposit products such as online savings accounts and certificates of deposits.
- Application review and processing.
- Complaint monitoring and correspondence.
- Money movement transactions.
- Access multiple electronic systems and document steps taken to efficiently service the customer.
- Participate in projects to drive operational excellence.
- Meet established goals for all metrics, including call quality, productivity and profitability quotas, and customer acquisition by focusing on maximizing service to customers.
Basic Qualifications:
- High School diploma or GED.
- Minimum 2 years of customer service experience.
- Must have a positive attitude and be self-directed, detail-oriented, driven, and able to work independently in a team-oriented and fast-paced environment.
- Partner with a team of specialists to deliver top-notch customer service while ensuring risks are appropriately mitigated.
- Showcase your attention to detail and ability to manage several tasks at once by ensuring all cases are appropriately investigated and resolved.
- Demonstrate basic banking knowledge with an emphasis on customer experience and company culture.
Preferred Qualifications:
- 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.
- Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook).
- 2 years of experience in portfolio servicing, loan/lease accounts reconciliations, booking, charges adjustments, payment histories, A/R system, ACH (Sure pay) setup, loan terminations, etc.
- Identify processes and controls improvement by leveraging constantly evolving tools that can be used to build scalability without introducing new risks.
- Associate’s or Bachelor’s Degree.
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