Asset Management Operations, Client Services, Analyst, London

Goldman Sachs Bank AG; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Client Onboarding & Service Specialist to enhance client experiences in their London office. This role involves managing the onboarding process for investors in offshore mutual funds, ensuring a seamless experience from initial contact to investment. The ideal candidate will possess strong communication skills and a deep understanding of financial markets. Join a dynamic team dedicated to delivering exceptional service and continuous improvement, while thriving in a fast-paced environment that values your contributions.

Benefits

Healthcare & Medical Insurance

Generous Vacation Entitlements

Financial Wellness Programs

On-site Fitness Centers

Child Care Services

Qualifications

• 2+ years in client service or onboarding roles.
• Strong understanding of financial markets and investment products.

Responsibilities

• Manage the onboarding process for new investors.
• Collaborate with internal teams to ensure compliance and efficiency.

Skills

Client Relationship Management

Communication Skills

Analytical Skills

Problem-Solving

Attention to Detail

Financial Markets Knowledge

Education

Bachelor's Degree

Job description

Asset Management Operations, Client Services, Analyst, London location_on London, Greater London, England, United Kingdom

Opportunity Overview sitemap_outline CORPORATE TITLE Associate language OFFICE LOCATION(S) London assignment JOB FUNCTION Client Services - Operations account_balance DIVISION Asset & Wealth Management

The European Shareholder Services team is a critical component of Goldman Sachs Asset Management (GSAM), dedicated to providing exceptional client service to investors in our offshore funds. We partner closely with the GSAM sales force to support the global distribution of our funds. Our mission is to deliver a world-class client experience, ensuring investors feel valued and supported from initial contact through their investment journey.

We are seeking a highly motivated and detail-oriented Client Onboarding & Service Specialist to join our dynamic team. In this role, you will be a strategic partner to Sales, playing a pivotal role in enabling client investment in our offshore mutual funds. You will serve as a key point of contact for clients, expertly guiding them through the account opening process and ensuring a seamless and positive initial investment experience. This requires strong collaboration with internal teams, including Compliance, Legal, and AML, to deliver efficient and exceptional service.

This is a fast-paced, high-impact role that demands exceptional communication skills, meticulous attention to detail, and the ability to thrive under pressure. The successful candidate will be a proactive problem-solver with a passion for client service and a commitment to continuous improvement.

Key Responsibilities:

• Client Relationship Management:Act as a key point of contact for clients and the sales organization throughout the onboarding process, from initial engagement to the first investment. Proactively address client inquiries regarding fund details, account structures, and regulatory requirements, ensuring clarity and confidence.
• Onboarding Orchestration:Manage the end-to-end onboarding process for new investors, ensuring a smooth and efficient experience. This includes coordinating communication and workflow across multiple internal teams (Compliance, Legal, AML) to meet client expectations and deadlines.
• Process Management & Control:Maintain rigorous internal controls and quality checks to ensure accuracy and compliance with regulatory requirements. Provide timely updates to clients and internal stakeholders on the status of their accounts.
• Coordination withAML/KYC Compliance:Collaborate closely with the dedicated AML/KYC team to ensure thorough due diligence is conducted on all new clients, adhering to all relevant regulations and internal policies in a timely manner.
• Continuous Improvement:Identify opportunities to streamline and enhance onboarding processes, leveraging data analysis and problem-solving skills to recommend and implement solutions. Actively participate in projects to improve efficiency and client satisfaction.
• Communication & Collaboration:Communicate effectively with all levels of the organization, both verbally and in writing, to convey complex information clearly and concisely. Foster a collaborative team environment, sharing knowledge and supporting colleagues.
• Ownership & Accountability:Take ownership of assigned projects and tasks, demonstrating a proactive and results-oriented approach. Manage competing priorities effectively, ensuring deadlines are met and client expectations are exceeded.

Skills and Experience:

• Bachelor's degree required.
• Strong understanding of financial markets and investment products.
• Minimum of 2 years of experience in a client service or onboarding role.
• Excellent written and verbal communication skills, with the ability to articulate complex information clearly and persuasively.
• Proven ability to manage multiple priorities, work effectively under pressure, and meet deadlines.
• Strong analytical and problem-solving skills, with meticulous attention to detail.
• Familiarity with the structure of trading counterparties.

How You Will Succeed:

The ideal candidate will be a highly motivated and results-oriented individual with a passion for client service. You will possess strong communication and interpersonal skills, the ability to work effectively in a team environment, and a commitment to continuous improvement. You will thrive in a fast-paced environment where you are challenged to solve complex problems and deliver exceptional service.

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. Learn more 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. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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.

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.