Analyst
Goldman Sachs
Bengaluru, Karnataka, India2h agovia LinkedIn
This job at a glance
- Who can apply
- Freshers
- Must know
- SalesCustomer serviceOnboardingSalesforceAccounting
- Nice to have
- Operations
- Work
- On-site in Bengaluru
- Pay
- Not stated by the employer.
- Skill demand
- Sales25%Customer service4%Onboarding4%of 100 similar fresher jobs posted in India this week
- Listed
- 2 Nov 2026 · still open
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About Goldman Sachs
Goldman Sachs is a leading global financial services firm providing investment banking, securities, and investment management services.
About Wealth Management
Wealth Management empowers clients globally to reach their financial goals through advisor-led businesses offering financial planning, investment management, banking, and comprehensive advice.
About the Role
Wealth Service Specialists work with PWM sales teams to provide client service, operational support, and risk management, ensuring excellence in operational execution across all client relationship elements.
Key Responsibilities
- Assist Advisor teams working with high-net-worth individuals.
- Perform new account onboarding, asset transfers, account maintenance, and account service requests.
- Leverage operational background to contribute to a growing business.
- Proactively anticipate, determine, and recommend solutions for client needs and issues.
- Assist with various aspects of client portfolio performance reporting.
- Facilitate cash balance oversight and private banking services.
- Ensure client and account compliance with regulatory requirements and internal policies.
- Resolve time-sensitive client service-related issues, including complex situations.
- Manage the pipeline of new business opportunities in Salesforce.
Requirements & Tech Stack
- Salesforce
Qualifications
- Four-year degree or higher in Management, Finance, Accounting, or Economics.
- In-depth understanding of processes and procedures for client onboarding, account maintenance, and account funding.
- Acquaintance with different financial instruments (Stocks, Options, Fixed Income, Debt).
- Excellent organizational skills.
- Superior written and verbal communication skills.
- Ability to maintain a high level of confidentiality.
- Enthusiastic and positive approach to problem-solving and client service.
- Proven track record with cross-training, task-sharing, and mutually supportive teamwork.
- Innovative thought processes and pro-active time management and task completion follow-through.
- Prior experience in wealth management operations or investment process implementation is a plus.