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

Goldman Sachs Bank AG; Dallas (TX); On-site; USD 75,000 - 115,000; Full time

Job summary

An established industry player is seeking a Client Services Analyst to join their dynamic team in Dallas. This role involves managing client relationships, providing oversight on account processes, and consulting on reporting and technology needs. The ideal candidate will have a strong background in prime brokerage and excellent interpersonal skills. Join a forward-thinking firm that values diversity and offers a comprehensive benefits package, including health insurance, retirement planning, and wellness programs. This is a fantastic opportunity to grow your career in a supportive environment while making a significant impact on client satisfaction and operational efficiency.

Benefits

Medical and Dental Insurance

Generous Vacation Policy

Fitness Membership Reimbursement

Child Care Services

Employee Assistance Program

Financial Wellness Programs

On-site Health Centers

Qualifications

• 3-5 years experience in prime brokerage or related fields.
• Strong client service orientation and relationship management skills.

Responsibilities

• Manage client relationships and provide oversight for new accounts.
• Consult with clients on technology and reporting needs.

Skills

Client Relationship Management

Interpersonal Skills

Presentation Skills

Risk Management

Multi-tasking

Education

Bachelor's Degree

Tools

Futures and OTC Clearing Products

Job description

Global Banking & Markets - Public - Dallas - Analyst - Client Services - Prime location_on Dallas, Texas, United States

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
• 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

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.

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.