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

Goldman Sachs Bank AG; Dallas (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

An established industry player is seeking a dedicated Associate for Client Services and Onboarding Support in Dallas. This role is crucial in delivering exceptional client experiences and requires a strong commitment to problem-solving and communication. You will work in a dynamic environment, collaborating with various teams to support clients in achieving their financial goals. Ideal candidates will have a solid background in client service, possess advanced skills in MS Office, and thrive in fast-paced settings. Join a forward-thinking firm that values diversity and offers extensive professional growth opportunities.

Benefits

Diversity and Inclusion Programs

Training and Development Opportunities

Wellness Programs

Mindfulness Programs

Qualifications

• 3-10 years of experience in client services or a relevant field.
• Proficient in MS Office with strong attention to detail.

Responsibilities

• Provide exceptional onboarding and client service support.
• Manage multiple projects while ensuring compliance and risk management.

Skills

Client Service

Problem Solving

Communication Skills

MS Office Proficiency

Attention to Detail

Project Management

Team Collaboration

Fast-Paced Environment Adaptability

Tools

MS Office

Job description

Client Services and Onboarding Support | Associate | Dallas location_on Dallas, Texas, United States

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. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that enables business to flow.

We manage and process our clients’ business, including onboarding, post-trade processing and regulatory compliance. Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience. We drive process and technology change to scale and automate our businesses.

• Asset Management Operations provides customized service to our clients and enables our business to grow the Asset Management franchise across traditional and alternative products. Our teams execute within a front to back operating model, delivering support across the client, product, and investment lifecycle. We also conduct risk oversight, provide change management, business intelligence, and market solutions for the division.
• Wealth Management Operations conducts service, delivery, and processing functions for the Ultra-High Net Worth, High Net Worth, and Mass Affluent businesses. And we provide front-to-back operational support across the trade and client lifecycle.
• FICC and Equities Operations provides client onboarding support, post-trade transaction services, and post-trade portfolio services for FICC and Equities. Client Experience Operations manages key client relationships to enhance the client experience front to back. We support the FICC and Equities businesses to develop and deliver new products, services, and markets.
• Corporate Treasury Operations provides payment processing, liquidity, cash management, and bank relationship management services for our institutional, retail, and corporate clients as well as firmwide flows.
• Regulatory & Control Operations oversees the integrity of the firm’s books and records, and ensures we continue to remain compliant with global client money, regulatory and tax reporting obligations.

BASIC QUALIFICATIONS

1. 3-10 years of prior work experience in a relevant field.
2. Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
3. Highly organized with exceptional attention to detail and follow-through
4. Strong ability to manage multiple projects with competing deadlines
5. Team player with positive attitude and strong work ethic
6. Strong communication skills (written and verbal)
7. Ability to work in a fast-paced environment
8. Strong interest in client service
9. 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. 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