Skills

Communication Salesforce

Job Specifications

Overview :

As the main point of contact in the client on-boarding process, responsibilities for the role include:

• Managing the pipeline of new business opportunities in Salesforce

• Counseling on-boarding, data management and contracting

• Preparing, submitting, and tracking of new accounts through to funding

• Introducing clients and providing clients with an overview of website features

• Monitor and resolve client billing and contract issues

• Schedule client meetings and support counseling Quality requirements

• Assist with tax season activities, including tax return quality control, estimated payments and e-filing

• Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues

• Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)

• Interface with internal groups to complete various investment and operational tasks, including various items relating to accounts

• Special Investments and Private Equity requests

• Fixed Income groups for keep/sell analyses and funding exceptions

• Client Data Management for data management and updating of records

• Initiating and tracking status of Annual Letter Mailings

• Completion of call backs and knowledge-based authentication as required

• Complete positive/negative consent client emails, handle exception tracking and comments

• Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations

• Request Morningstar reports from Private Wealth Management

Qualifications:

• Proficiency in Word, Excel, PowerPoint, and Outlook required

• A minimum of 2-5 years of work experience in a professional corporate environment.

• Strong written and verbal communication skills

• Bachelor’s degree required

• Working knowledge of Word, Excel, Outlook, and PowerPoint

• Ability to work in a fast-paced environment and think clearly under pressure

• Excellent communications skills; team focused

• Extremely organized and detail-oriented

• Completion and passing of the SIE is preferred, but not required.

If the role converts to a permanent seat at GS, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by Goldman directly.

• Experience in financial services is preferred but not required

• Extremely organized and detail-oriented

• Client service experience

About the Company

Bring Top Talent With Your Company With Russell Tobin Headquartered in New York City with offices throughout the United States, United Kingdom, Ireland, The Netherlands, Brazil, Canada, India, and Singapore, Russell Tobin--a division of Pride Global--offers total staffing and recruitment solutions across a wide range of industries. Our team of highly skilled recruiters, sourcers, and subject-matter experts understand exactly how to find world-class candidates that will fit your company's precise needs. Whether you need skill... Know more