Associate, Client Onboarding & Configuration

Agupdate; Salt Lake City, Northern (UT, KY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Goldman Sachs Services LLC in Salt Lake City, Utah seeks an Associate to support client onboarding and configuration. You will manage client relationships, oversee risk controls, and ensure regulatory adherence while collaborating with global teams.

The role emphasizes operational risk management for account opening workflows, with a focus on timely, high-quality delivery and accurate reporting across functions.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Analytics or related field.
• Two years of experience in onboarding or related client service roles.
• Experience building client relationships to understand trading strategies.
• Experience managing multiple time-sensitive projects with global teams.
• One year analyzing large data sets (10,000+ lines) and deriving key themes.
• Experience configuring operational metrics using Alteryx, Tableau, SQL, Data Warehousing or RPA tools.

Responsibilities

• Engage in client service and relationship support, risk management, regulatory adherence and related tasks.
• Provide operational risk management and oversight for account opening workflows and processes, identifying and mitigating risks.
• Collaborate with cross-functional teams to enable accurate reporting.

Skills

Client relationships

Cross-functional collaboration

Risk management

Regulatory compliance

Project coordination

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Alteryx

Tableau

SQL

Data Warehousing

RPA robotics

Defensive Design Methods

Job description

Associate, Client Onboarding & Configuration with Goldman Sachs Services LLC in Salt Lake City, Utah. 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. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Analytics or a related field and two (2) years of experience in job offered or a related role. Prior experience must include two (2) years with: building relationships with both external and internal clients to understand specific trading strategies and determine individual needs; and 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. Prior experience must include one (1) year with: analyzing large data sets of 10,000+ lines and synthesizing into key themes or action items; and 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. Job Code: 10327402

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.