Asset & Wealth Management – Dallas - Senior Associate, Client Onboarding & Configuration - 10273048

Goldman Sachs; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Goldman Sachs is seeking a Senior Associate for Client Onboarding & Configuration in Dallas, TX. The role involves opening new client accounts, ensuring documentation accuracy, and adhering to stringent regulatory requirements such as CIP, FINCen, and FINRA standards.

You will collaborate with wealth management teams to secure timely client documents and product requests. Responsibilities include coordinating with Compliance, Legal and AML teams, resolving issues, and driving improvements to the

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration or a related quantitative field and two years of experience in the offered role.
• Proficient Excel with macros, pivot tables, VLOOKUP, and IF/AND formulas; identify control and exposure points to improve processes.
• Familiarity with Risk Management, Operations Risk Framework, KRIs, RCSA, and project management tools (JIRA/Confluence).

Responsibilities

• Establish new accounts and understand client account structures and documentation requirements.
• Ensure regulatory compliance with Client Identification Program, FINCen and other obligations.
• Coordinate with wealth management teams to ensure correct and timely client documents and product requests.
• Resolve issues with Compliance, Legal and AML teams and improve the account opening workflow.

Skills

Excel macros

Pivot tables

VLOOKUP

IF/AND formulas

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field

Tools

JIRA

Confluence

Job description

Job Description

Senior Associate, Client Onboarding & Configuration with Goldman Sachs & Co. LLC in Dallas, Texas. Establish new accounts through understanding different client account structures and documentation requirements. Exercise due diligence reviews, ensuring compliance with the Firm’s Client Identification Program, SEC Books and Records, Know your Customer Rules, FINCen Customer Due Diligence, and other FINRA and regulatory obligations. Work closely with personal wealth management advisor teams to ensure all client documents are correct and sent to the client in a timely manner. Request products (options, margin, checking, debit cards, etc.) for the respective client accounts. Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statements, and Performance reporting.Resolve issues through coordination with Compliance, Legal, and Anti Money Laundering teams. Work on improvements to account opening workflow and process.

Job Requirements

Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Economics, Business Administration or a related quantitative field such as Industrial Engineering and two (2) years of experience in job offered or a related role. Prior employment must include two (2) years of experience with: Microsoft Excel, including working with macros, pivot tables, VLOOKUP, and IF/AND formulas; improving processes and enhancing procedures by identifying control and exposure points within their workflow and where errors may occur in the process; re-evaluating opportunity and return on investment in changing environments; working with Risk Management, Operations Risk Framework, Key Risk Indicators, and Risk and Control Self-Assessments; and project management tools including JIRA and Confluence.

©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.