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Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst
About the role
Goldman Sachs Asset & Wealth Management seeks an Ayco Wealth Service Specialist Analyst in Bengaluru. The role drives Executive Wealth operations, triaging inquiries, managing client priorities, and supporting Advisor teams with personal financial, investment, and tax services for high‑net‑worth individuals and corporate clients. Responsibilities include managing cash balances, private banking, onboarding, asset transfers, and new business pipeline in Salesforce; preparing client reports on cash flow, tax projections, investment performance, and estate flowcharts; resolving time‑sensitive service issues; and coordinating with internal groups on investment and operational tasks. The position requires a CA fresher (Sep'25 cleared), proficiency in Microsoft Office, strong confidentiality, proactive time management, excellent communication, and teamwork skills. Candidates must be innovative, detail‑oriented, and able to multi‑task in a fast‑paced environment.
What you’ll do
- Drive EW team operations, triage inquiries, track client priorities
- Support Advisor teams with personal financial, investment, tax services
- Collaborate with Wealth Advisor teams on AYCO clients
- Leverage operational background to grow business
- Anticipate, recommend solutions for investment transaction issues
- Manage cash balances, private banking services
- Resolve time‑sensitive client service issues, complex situations
- Plan/manage new account onboarding, asset transfers, service requests
- Manage new business pipeline in Salesforce
- Prepare client reports: cash flow, tax projections, investment performance
- Facilitate portfolio performance reporting & analysis
- Assist tax activities: QC, estimated payments, e‑filing
- Interface with internal groups for investment & operational tasks
- Send consent client emails, track exceptions, comments
What you’ll bring
- CA fresher Sep'25 cleared
- Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook)
- Maintains confidentiality
- Positive, innovative, proactive time management
- Strong verbal & written communication
- Multi-task in fast-paced environment
- Teamwork, cross-training, task-sharing