Asset & Wealth Management- Chicago- Associate, Client Services - Operations

Goldman Sachs; Chicago (IL); On-site; USD 82,000 - 112,000; Full time

Job summary

Goldman Sachs is seeking an Associate, Client Services – Operations in Chicago, IL to create and maintain dashboards and reports that identify bottlenecks, reduce costs, ensure regulatory compliance, and improve client satisfaction through faster processing. The role supports client service and relationship activities, risk oversight, and workflow optimization across front-to-back operations.

You will collaborate with Compliance and engineering to implement controls, design system enhancements,

Qualifications

• Bachelor’s degree in Information Systems, Business Analytics, Finance, Economics, or related field
• Two years of experience in related role
• Experience analyzing large data sets (10,000+ lines) and synthesizing themes
• Experience with Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods, and RPA
• Experience with cross-functional teams and timely delivery
• Knowledge of regulatory requirements including KYC and risk management

Responsibilities

• Create and maintain dashboards and reports to identify bottlenecks and reduce operational costs
• Support client service and relationship management while ensuring regulatory adherence
• Provide operational risk management for account opening workflows and related processes
• Collaborate with Compliance and engineering to implement firm policies and system improvements
• Perform due diligence, data quality management, and setup of new client trading accounts
• Escalate relationship issues and devise resolutions to protect the firm's market position
• Ensure Know Your Customer compliance to prevent financial crimes

Skills

Data analysis

SQL

Tableau

Alteryx

RPA

KYC

Cross-functional

Risk mgmt

Education

Bachelor’s degree in Information Systems/Analytics/Finance

Tools

Alteryx

Tableau

SQL

Data Warehousing

RPA

Job description

Job Duties

Associate, Client Services – Operations with Goldman Sachs & Co. LLC in Chicago, Illinois. Create and maintain dashboards and reports to provide insights to identify process bottlenecks, reduce operational costs, ensure regulatory compliance, enhance client satisfaction through faster processing, and improve overall employee productivity. Engage in client service and relationship support, risk management, regulatory adherence, and other related tasks. Provide operational risk management and oversight for the Firm's account opening workflow and processes, including identifying and managing potential risks in the daily business operations, implementing controls to mitigate risk and working with cross-function teams to enable accurate reporting. Work with Compliance to define and implement firm policies and controls that minimize market or earnings risk to the firm and closely work with engineering teams to design new system enhancements to improve efficiencies, ranging from small enhancements to large-scale, global initiatives. Design procedures to reflect changing regulatory requirements and limit risk, review legal structures of various entities, collect, and prepare due diligence documents, and complete other administrative tasks to ensure client expectations are met. Create all new client trading accounts and coordinate additional trading features and account types for existing clients, including client maintenance and data quality management. Maintain and establish relationships with institutional clients, help facilitate the front-to-back coordination, facilitate setup of trading relationships, and timely and effectively escalates potential relationship issues that threaten the firm's market position and devise possible resolutions. Ensure that due diligence is performed to protect the firm's assets by complying with "Know Your Customer" regulations to prevent and detect money laundering, corruption, and other financial crimes.

Job Requirements

Bachelor’s degree (U.S. or foreign equivalent) in Information Systems, Business Analytics, Finance, Economics, or a related quantitative and analytical field, and two (2) years of experience in job offered or a related role. Prior experience must include two (2) years of experience with the following: analyzing large data sets of 10,000+ lines and synthesizing into key themes or action items; analyzing data and configuring operational metrics through one of the following self-service tools: Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods and RPA robotics; working on multiple, time-sensitive projects in partnership with global teams and cross-functions and ensuring timely delivery with high quality to meet client or business expectations; identifying and mitigating operational risks, ensuring adherence to regulatory requirements (including "Know Your Customer" (KYC) regulations), defining and implementing business policies, and overseeing critical workflows such as account opening; and engaging with institutional clients, fostering relationships, coordinating trading activities, managing client data quality, and collaborating with engineering teams to understand specific trading strategies, determine individual needs, and design and implement system improvements for efficiency.

Salary Range

Annual base salary for this Chicago, Illinois - based position is $82,000 - $112,000. May be eligible for a bonus at fiscal year-end. See benefits summary here: https://www.goldmansachs.com/careers/discover/benefits-summary-US.pdf

©The Goldman Sachs Group, Inc., 2026. All rights reserved.

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