Global Banking & Markets - Public - Dallas - Analyst - Client Services - Prime

The Goldman Sachs Group; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Client Service Account Manager to enhance client relationships and ensure smooth operations. This role involves direct interaction with CFOs and COOs, providing critical insights into risk management and operational efficiency. You'll be at the forefront of client service, ensuring their needs are met while collaborating across various teams. If you thrive in a fast-paced environment and have a passion for client success, this is the perfect opportunity for you to make a significant impact.

Qualifications

• 3-5 years experience in prime brokerage or clearing operations.
• Strong interpersonal skills and ability to manage client relationships.

Responsibilities

• Manage client relationships and provide margin oversight.
• Train clients on new technology and reporting.

Skills

Interpersonal Skills

Presentation Skills

Client Service Orientation

Team Player

Attention to Detail

Risk Management

Multi-tasking

Education

Bachelor's Degree

Tools

Futures Products

OTC Clearing Products

Job description

Job Summary & Responsibilities

Prime Services provides securities financing, securities lending and other client services (securities clearance and settlement, asset servicing reporting and technology, risk management tools) to the firm's hedge fund, institutional and broker dealer clients across multiple asset classes (equity, options, credit, FX, futures and synthetics). Client Service Account Manager serve as the primary point of contact for CFOs, COOs, accounting and operations professionals at these clients to actively monitor leverage, risk, performance, etc., Client Service Account Manager's also consult with their clients on new reporting and technology applications to enhance portfolio management, investment advisory, and operational efficiency. Client Service Account Manager's liaise and leverage all of the functional areas of the firm to deliver the resources and solutions that meet our client's needs.

Job Function:

• Relationship management including regular client visits


• Cross selling of other firm products


• Strong client service orientation


• Liaise with legal, compliance, operations and trading teams on client issues


• Understand client reporting needs


• Train clients on new technology & reporting


• Provide margin oversight for clients


• Ensure start-up process for new accounts goes smoothly


• Understand listed equity and fixed income products


• Understand futures and cleared derivatives as well as equity OTC derivatives

Basic Qualifications:

• Bachelor's Degree


• Minimum 3-5 years relevant experience (i.e. prime brokerage, futures, clearing, controllers, operations)


• Strong interpersonal and presentation skills


• Team Player


• Experience with Futures and/or OTC Clearing products

Preferred Qualifications:

• Ability to interface with internal and external operations groups


• Attention to detail


• Results oriented


• Ability to react quickly to meet intra-day deadlines


• Focus on Risk Management


• Strong ability to multi-task and self-starter

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

The Goldman Sachs Group, Inc., 2023. 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, veterans status, disability, or any other characteristic protected by applicable law.