Global Banking & Markets Operations-Dallas-Associate-RIA Custody Client Services

Goldman Sachs; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Goldman Sachs is seeking an Associate for its Advisor Solutions Service Team, focusing on RIA Custody client services. You will assist and deliver shared service for multiple B2B clients, ensuring overall satisfaction of RIA firms.

You will build relationships, solve problems and drive service strategy across the department. Join a dynamic team in a fast-paced environment, delivering client-centric solutions and reporting on activity and trends to leadership.

Qualifications

• Bachelor’s degree required.
• 2 - 5 years in financial services with an emphasis in providing an excellent client experience.
• Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and ability to educate clients/prospects on Goldman’s products and services.
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment.
• Excellent relationship management and communication skills in both verbal and written formats.
• Strong technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
• Salesforce experience preferred.
• Team player with demonstrated initiative/leadership through participation in job related groups or committees.
• Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem-solving skills
• Technical skills including word processing, spreadsheet, Salesforce capabilities and the ability to support our clients as they utilize our web-based products.

Responsibilities

• Act as the primary or secondary point of contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drive asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform.
• Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
• Keep open communication with client regarding events, key issues, or new product/feature releases that could impact the standing of the relationship.
• Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. Serve as an internal champion for clients.
• Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
• Create reporting that provides leadership transparency into segments of client firms or regional performance and goals.
• Host quarterly reviews with clients to share user activity and product trends along with a detailed level statistics to report to the client.
• Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with our platform/services/processes.

Skills

Client relationship management

Communication skills

Problem solving

Time management

Team player

Education

Bachelor’s degree

Tools

Salesforce

MS Excel

Job description

Job Description

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Job Description

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Operations is a dynamic, multi-faceted space that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.

YOUR IMPACT

Goldman Sachs is seeking an RIA Custody Client Services Representative to join our world-class service team.

The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment.

OUR IMPACT

Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.

How You Will Fulfill Your Potential

We’re looking for an Associate to be part of our best-in-class Service Team within the Goldman Sachs Advisor Solutions business line.

As part of this role, you will be responsible to assist and deliver shared service for multiple business-to-business clients. You will ensure the overall satisfaction of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department.

Responsibilites

• Act as the primary or secondary point of contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drive asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform.
• Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
• Keep open communication with client regarding events, key issues, or new product/feature releases that could impact the standing of the relationship.
• Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth. Serve as an internal champion for clients.
• Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
• Create reporting that provides leadership transparency into segments of client firms or regional performance and goals.
• Host quarterly reviews with clients to share user activity and product trends along with a detailed level statistics to report to the client.
• Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with our platform/services/processes.

Required Skills And Experience

• Bachelor’s degree required.
• 2 - 5 years in financial services with an emphasis in providing an excellent client experience.
• Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and ability to educate clients/prospects on Goldman’s products and services.
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment.
• Excellent relationship management and communication skills in both verbal and written formats.
• Strong technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
• Salesforce experience preferred.
• Team player with demonstrated initiative/leadership through participation in job related groups or committees.
• Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem-solving skills
• Technical skills including word processing, spreadsheet, Salesforce capabilities and the ability to support our clients as they utilize our web-based products.

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