CWM, PWM, Process Coordinator- Salt Lake City Job at Goldman Sachs
Our Impact
Operations is a dynamic, multi-faceted organization that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the globe. Alongside this integral service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Behind every trade executed, every new product launched, every market entered, and every transaction completed is an Operations team that develops the foundational processes and controls that make our business flow.
We are currently seeking motivated individuals to join our new and expanding Consumer and Wealth Management Division (CWM) Operations Process Coordinator team. CWM works with a diverse range of institutional and individual clients to achieve investment goals and financial well-being.
Your Impact
The Process Coordinator is a new role which will support multiple CWM Operations functions to deliver a superior client experience and fulfill a variety of essential business processes.
Our people are our greatest asset in achieving everything we undertake. Choosing a career at Goldman Sachs means you will be able to showcase and hone your professional skillset, quality of work and be part of a collaborative team environment. You will have the opportunity to learn about a range of financial products and be part of a best-in-class operating environment.
A Day in the Lif e
- Work cooperatively and professionally to provide excellent service to our clients and internal stakeholders
- Resolve service issues and client questions related to a number of business workflows
- Ensure downstream systems correctly recognize approved products and services
- Contact clients, and confirm their identity to update their contact information
- Ensure the accurate distribution of sensitive materials
- Monitor your workflow for potential risk and escalate issues appropriately
- Maintain an awareness of and act in accordance with team goals and Firm policies
Basic Qualifications
- High School Diploma or GED
- Prior work experience in a business process-oriented role
- Proven organizational skills and attention to detail
Preferred Qualifications
- Associate’s Degree
- Proven ability to handle high-volume of requests accurately and efficiently
- Collaborative and team-oriented approach to work
- Ability to establish, cultivate and leverage internal relationships
- Professional and effective communication style (written and verbal)
- Prior experience with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook) and workflow software
- Ability to recognize issues that require escalation and partner with the appropriate stakeholders to find a resolution
- Ability to identify operational risks and their impacts related to a specific task or procedure
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