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Asset & Wealth Management, Marcus by Goldman Sachs, Tier II Servicing Specialist, Richardson, T[...]

Goldman Sachs Bank AG • Richardson, TX, United States • $200k - $250k / year • 2w ago

Asset & Wealth Management, Marcus by Goldman Sachs, Tier II Servicing Specialist, Richardson, Texas

Opportunity Overview

CORPORATE TITLE: Call Center Representative

OFFICE LOCATION(S): Richardson

DIVISION: Asset & Wealth Management

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.

Responsibilities:

Provide assistance and support to escalated customers seeking resolution
Act as a primary point of contact to seek out customer-centric solutions with peers and business partners
Participate in projects and/or process improvements to drive operational excellence
Utilize analytical and problem solving skills to solution customer facing issues independently or as part of a team
Knowledge of and adherence to the Firm's Business Principles and Customer Service Values
Meet established goals for all performance metrics; including call quality, productivity and schedule adherence
Set the example by providing an exceptional level of service to prospective and current customers

Requirements:

Strong sense of responsibility and reliability, minimizing tardies and unplanned occurrences
Resiliency and adaptability to lead through various business changes
Ability to positively impact team culture and morale

Basic Qualifications:

Ability to work in a fast-paced environment while delivering exemplary customer service
Minimum 2 years of experience in customer facing roles, (Senior Agent or Tier II preferred)
Ability to collaborate, communicate effectively and influence others
Proactive, flexible and ability to prioritize multiple tasks effectively
Strong interpersonal, communication, and problem solving skills
Client-centric with an inherent sense of urgency
Ability to ask probing questions and actively listen to efficiently answer questions and clarify processes
Strong verbal and written communication skills, as well as strong organizational skills
Energetic, enthusiastic, and a self-starter
Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)

Preferred Qualifications:

Knowledge of deposit products and basic securities concepts
Bachelor’s degree (U.S. or equivalent)
Experience in a start-up environment
Strong analytical, problem solving, facilitation, organization, and planning skills

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