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Wealth Management - US Deposits (Backoffice Fulfillment) - Specialist - Bengaluru / Hyderabad

Goldman Sachs · Posted Oct 23

Investment banking, securities, asset management, and wealth management services

Bengaluru, Karnataka, India; Hyderabad, Telangana, IndiaFull-timeOnsiteMid Level1–3 years₹8.0L–₹12.0L yearly25 applicants
Investment BankingFinancial ServicesAsset ManagementWealth ManagementCapital MarketsPublic Company
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About the role

The Wealth Management division at Goldman Sachs provides financial planning, investment management, banking, and advice to individuals, family offices, foundations, and corporations, while its direct-to-consumer business offers digital saving and investing solutions. The US Deposits function provides operational support so customers can manage accounts securely, covering online retail deposit products such as savings accounts and certificates of deposit. The Back Office Specialist handles day-to-day customer account maintenance, application review and processing, correspondence, and customer support while meeting quality and productivity goals.

What you will do

  • The Back Office Specialist is responsible for the day to day coverage of customer account maintenance processes including but not limited to application review and processing, and correspondence.
  • Provide support for customers with various online retail deposit products such online savings accounts and certificate of deposits
  • Access multiple electronic systems and document steps taken to efficiently service the customer
  • Participate in projects to drive operational excellence
  • Completion of ongoing compliance and remedial training as scheduled
  • Meet established goals for all metrics, including quality, productivity and profitability quotas, and customer acquisition by focusing on maximizing service to customers.

Skills used in this role

Microsoft SuiteWordExcelPowerPointOutlookProblem SolvingAnalyticalAccountingMultitaskingCommunicationAttention to DetailCustomer Service

What the employer is looking for

  • Minimum Graduation
  • Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
  • 1 years of experience in financial services/banking environment/regulations
  • Strong problem solving and analytical/accounting skills
  • Ability to multi-task in a fast paced environment
  • Excellent communication skills, both verbal and written
  • High level of accuracy and attention to detail
  • 2-3 years of relevant experience
  • Experience in delivery of customer service

Preferred qualifications

  • Experience in a retail banking environment/Insurance environment

Benefits and support

  • Training and development opportunities
  • Wellness and personal finance offerings
  • Mindfulness programs

About Goldman Sachs

The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management, and consumer banking to a diverse client base. Established in 1869 and headquartered in New York City, the firm serves corporations, financial institutions, governments, and high-net-worth individuals worldwide.

Industry
Investment Banking
Company size
47400+ employees
Founded
1869
Location
New York, New York, USA
Funding stage
Public Company

Leadership

DS
David Solomon

Chairman and Chief Executive Officer

JW
John Waldron

President and Chief Operating Officer

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