Client Services and Onboarding Support | Analyst | Dallas Dallas · · Associate

Goldman Sachs Bank AG; Dallas (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Client Services and Onboarding Support Analyst to join their dynamic team in Dallas. This role is pivotal in delivering exceptional client experiences and supporting onboarding processes. You will engage with clients, manage inquiries, and ensure seamless service delivery while working in a fast-paced environment. If you have a strong interest in client service, exceptional organizational skills, and the ability to thrive under pressure, this is an exciting opportunity to contribute to a leading global investment banking firm committed to diversity and inclusion.

Qualifications

• 0-3 years of experience in a relevant field.
• Proficient in MS Office with strong communication skills.

Responsibilities

• Provide exceptional client service and onboarding support.
• Manage multiple projects and ensure compliance with regulations.

Skills

Client Service

Problem Solving

Communication Skills

Attention to Detail

Time Management

Teamwork

MS Office (Excel, PowerPoint, Word, Outlook)

Tools

MS Office

Job description

Client Services and Onboarding Support | Analyst | Dallas

Opportunity Overview

CORPORATE TITLE: Associate

OFFICE LOCATION(S): Dallas, Texas, United States

DIVISION: Skillset

MORE ABOUT THIS SKILLSET

Teams work together to provide an exceptional client experience in order to help our clients achieve their financial goals. Our client/customer service and onboarding support professionals across the firm demonstrate an unwavering commitment to managing their clients’ needs with their ability to problem solve, critically think and remain poised under pressure while executing trades or answering client questions on accounts, portfolios, and records.

Please note division and function examples are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business need. Specific roles will be confirmed through the interview process.

DIVISIONS AND JOB FUNCTIONS

• Operations: Partners with all areas of Goldman Sachs to deliver our institutional, consumer and asset management businesses and to provide a seamless experience for our clients. We manage and process our clients’ business, including onboarding, post-trade processing and regulatory compliance.
• Asset Management Operations: Provides customized service to our clients and enables our business to grow the Asset Management franchise across traditional and alternative products.
• Wealth Management Operations: Conducts service, delivery, and processing functions for the Ultra-High Net Worth, High Net Worth, and Mass Affluent businesses.
• FICC and Equities Operations: Provides client onboarding support, post-trade transaction services, and post-trade portfolio services for FICC and Equities.
• Corporate Treasury Operations: Provides payment processing, liquidity, cash management, and bank relationship management services.
• Regulatory & Control Operations: Oversees the integrity of the firm’s books and records, and ensures compliance with global client money, regulatory and tax reporting obligations.

BASIC QUALIFICATIONS

• 0-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• Highly organized with exceptional attention to detail and follow-through.
• Strong ability to manage multiple projects with competing deadlines.
• Team player with positive attitude and strong work ethic.
• Strong communication skills (written and verbal).
• Ability to work in a fast-paced environment.
• Strong interest in client service.
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information.

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.

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.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

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