Job Description
Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs Goldman Sachs - 3.9 Albany, NY Job Details Full-time $55,000 - $75,000 a year 8 hours ago Benefits Disability insurance Health insurance Dental insurance Adoption assistance Parental leave Employee assistance program Life insurance Childcare Qualifications Microsoft Word Confidential information handling Microsoft Outlook Presentation software Managing clients in a customer support role Full Job Description
ABOUT THIS JOB
The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. Client Analysts play an integral role on the team regarding client data management and assist in the day-to-day duties regarding the client relationship. Our Impact:
The Private Family Office is designed to service the firm's most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8-12 families per advisor. This ratio allows us to dedicate the needed time and resources to each client's unique financial circumstances to deliver an exceptional client experience. How You Will Fulfill Your Potential:
Are you a quick-thinking self-starter with a passion for the financial services industry, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? We are seeking individuals who identify as highly organized quick thinkers with a passion to help others. Candidates should have an interest in financial planning and tax, and the desire to work closely with ultra-high net worth individuals in a team setting. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Principal Responsibilities:
Client on-boarding and data management to ensure up-to-date information records Tax data management, including requesting and organizing relevant tax data to be used in the preparation of client tax returns Assist with tax season activities, including tax return quality control, liaising with third-party tax preparers, preparing estimated payment vouchers and e-filing tax returns Complete annual tax mailings and requirements (e.g., foreign reporting forms and tax disclaimers) Assist with data gathering for the creation of client financial exhibits and in some cases helping the team to prepare certain exhibits when applicable (cash flow reports, etc.) Prepare documents for third-party investment subscriptions Complete required paperwork for asset transfer and account service requests (e.g., letters of authorization) Interface with internal groups to complete various investment and operational tasks Monitor and report on quality control metrics Create and manage accounts and portals for secure communication with clients and third parties SKILLS & EXPERIENCE WE'RE LOOKING FOR
Basic Qualifications:
Bachelor's degree preferred Client service experience preferred Working knowledge of Word, Excel, Adobe, Outlook and PowerPoint Ability to work in a fast-paced environment and think clearly under pressure Strong organizational and multitasking skills Commits a high degree of focus to ensure excellent work quality and accuracy Excellent written and verbal communication skills Enthusiastic and positive approach to problem-solving and client service A strong team player that enjoys working with others Must be able to be innovative, pro-actively manage time and follow through to complete tasks Ability to maintain a high degree of confidentiality ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers. We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. : https://www.goldmansachs.com/careers/footer/disability-statement.html © The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. We Offer Best-In-Class Benefits Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. Holiday & Vacation Policies We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION
(S)
Albany
JOB FUNCTION
Sales
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 55,000 - 75,000
