Associate, Sales Support

Company: Goldman Sachs & Co. LLC
Location: Seattle
Posted on: May 21, 2025

Job Description:

Associate, Sales Support with Goldman Sachs & Co. LLC in Seattle, Washington. Work in client service, operational processes, and wealth management matters including, dealing with UHNI (Ultra High Net Worth Individuals) clients and with all matters relating to their account set up including account opening and maintenance, client statements and other types of reporting, account performance, analyzing account transactions, different types of account transfers, asset servicing and corporate actions, class actions, and private lending solutions. Handle and facilitate bespoke nature of client requests - navigate the organization and evaluate the best way to facilitate client requests and ensure exceptional client experience. Requires: Bachelor's degree (U.S. or foreign equivalent) in Economics, Finance, Mathematics, Global Management, Business or related field and three (3) years of experience in the job offered or in a related role. Prior experience must include two (2) years with the following: understanding of varying types of Trust structures (Revocable, Irrevocable, Grantor, and Non-Grantor) and LLCs as well as the impact that these structures have on clients and their assets; entering in asset transfer instructions and ensuring that wires and other transfers (journals, DTC, securities transfers, ACH, direct debit, and direct deposit) are transmitted both accurately and in their entirety; understanding of the tax implications of asset sales and purchases at both the state and federal level; understanding equities, fixed income, derivatives, and alternative investments in context of the financial markets. This also extends to real estate investments and hedge funds; utilizing systems to analyze client asset allocation and assess the suitability of specific investments; and understanding different lending structures (SBL, PBLL, margin) that are available as well as the costs associated with these options. Job Code: 8300124

To be considered for an interview, please make sure your application is full in line with the job specs as found below.

Salary Range: Annual base salary for this Seattle, Washington -based position is $95,000 - $110,000. May be eligible for a bonus at fiscal year-end. See benefits summary here: https://www.goldmansachs.com/careers/discover/benefits-summary-US.pdf

QUALIFIED APPLICANTS: Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE. -The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

Keywords: Goldman Sachs & Co. LLC, Sammamish , Associate, Sales Support, Sales , Seattle, Washington