Wealth management advisor Work, Jobs in Stafford, Sts (with Salaries)

Marcus by Goldman Sachs, Call Center Representative, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Communication skills
- Banking
- Employee assistance programme
Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Business Systems Advisor I NEC - Maternity Cover
Levy —Birmingham
- £30,000 a year
- Weekend availability
- Customer service
- Computer literacy
- Microsoft Office
Marcus by Goldman Sachs, Workforce Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Communication skills
- Banking
- Employee assistance programme
11d
Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Presentation skills
- Communication skills
- Banking
- Employee assistance programme
Marcus by Goldman Sachs, Fraud Investigations and Operations Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Employee assistance programme
Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Mentoring
- Communication skills
- Employee assistance programme
Marcus by Goldman Sachs, Delivery Workforce Planning and Hiring Process Manager, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
3d
Residential Conveyancer
GloverPriest —Lichfield
- IT
Asset & Wealth Management - Software Engineer - Vice President - Birmingham
Goldman Sachs —Birmingham
- Full-time
- Management
- Computer Science
- Master's degree
- Employee assistance programme
Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Banking
- Employee assistance programme
6d
Manager, Real Assets Tax Compliance
Deloitte —Birmingham
- Hybrid work
- Communication skills
- Tax experience
CDD Operations Analyst - FTC
Worldpay (UK) Limited —Birmingham
- Full-time
- Hybrid work
- Analysis skills
- Banking
Quick apply
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Breakdown Advisor (Part-time, 19 hours)
Halfords —East Staffordshire
- £12.71 an hour
- Part-time
- In-person
- Annual leave
- Employee discount
10d
Employee Benefits Consultant
NFP Corp —Birmingham
- Full-time
- Hybrid work
- Sales
- Communication skills
Portfolio Manager
Close Brothers —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Time management
Paraplanner
Hoxton Wealth —Lichfield
- Microsoft Office
- Analysis skills
- Communication skills
Quick apply

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wealth management advisor jobs near stafford, sts

Marcus by Goldman Sachs, Call Center Representative, Birmingham

Goldman Sachs -
Birmingham

Apply Now

Job details

Full-time

Benefits

Employee assistance programme

Qualifications

Customer service
Communication skills
Banking
Negotiation

Full job description

OUR IMPACT
Across Asset Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Marcus by Goldman Sachs
As the online consumer banking business of Goldman Sachs, Marcus operates as a digital bank, providing online savings products directly to individual consumers. Marcus combines Goldman Sachs' over 150 years of expertise with intuitive digital experiences, focusing on value, transparency, and simplicity for its millions of customers.

YOUR IMPACT

We’re looking for people that have a passion for customer service and digital banking to join our growing customer support team. Are you an experienced customer service professional or have a desire to build a career in customer services?

Our Customer Support team covers the opening hours of the contact centre, from 8am to 8pm and staff will be required to work alternative shift patterns over 5 days per week, scheduled in advance.

What you’ll do:

Answer incoming calls from customers, providing product information, account opening services as well as account servicing and general support
Build rapport with our customers to resolve service issues and customer questions
Take ownership of customer enquiries and respond to escalated customer issues in accordance with agreed procedures
Support the day-to-day coverage of customer account maintenance processes including but not limited to application review and processing, money movement, correspondence and complaint handling and responses
Document all service interactions for each assigned customer in accordance with established procedures and compliance policies
Recognise that quality is measured through call recordings and case auditing
Meet established goals for all metrics, including call and case quality, productivity and customer acquisition by focusing on maximising service to customers
Communicate professionally with customers, leadership and peers on status of accounts and escalations in accordance with established standards
Complete ongoing compliance and remedial training as scheduled
Proactively identify any new issues or risks

REQUIREMENTS

Positive, self-directed, detail-oriented individuals with a passion to deliver exceptional service to customers and able to work independently in a team-oriented and fast paced environment
Strong interpersonal and communication skills, negotiation skills are a plus
Good problem-solving skills
Is adaptable, high-energy levels and desire to help others
Excellent team player
Good analytical and problem-solving skills with a view to support changes to processes
Excellent written and verbal communication skills
Experience in a retail banking environment or other similar customer service environment

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit 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. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're 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’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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 TITLECall Center Representative

OFFICE LOCATION(S)Birmingham

JOB FUNCTIONDigital Operations - Specialist

DIVISIONAsset & Wealth Management

Apply Now

Refine Your Search

wealth management advisor jobs in stafford, sts

Marcus by Goldman Sachs, Call Center Representative, Birmingham

Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham

Business Systems Advisor I NEC - Maternity Cover

Marcus by Goldman Sachs, Workforce Analyst, Birmingham

Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham

Marcus by Goldman Sachs, Fraud Investigations and Operations Team Leader, Analyst, Birmingham

Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham

Marcus by Goldman Sachs, Delivery Workforce Planning and Hiring Process Manager, Vice President, Birmingham

Residential Conveyancer

Asset & Wealth Management - Software Engineer - Vice President - Birmingham

Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham

Manager, Real Assets Tax Compliance

CDD Operations Analyst - FTC

Administrator

Breakdown Advisor (Part-time, 19 hours)

Employee Benefits Consultant

Portfolio Manager

Paraplanner

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