RIA Custody Client Services Associate - Dallas

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

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.