Senior Client Onboarding & Configuration Specialist

Goldman Sachs Bank AG; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Goldman Sachs & Co. LLC in Dallas, TX seeks a Senior Associate for Client Onboarding & Configuration to establish new accounts, ensure regulatory compliance, and coordinate document workflows with wealth management teams.

Responsibilities include processing product requests for client accounts, ensuring downstream systems recognize approved services, and resolving issues with Compliance, Legal and AML teams while improving onboarding efficiency.

Qualifications

• Bachelor’s degree and two years of experience in a related role.
• Two years of experience with Excel including macros, pivot tables, VLOOKUP, and IF/AND formulas.
• Experience improving processes and evaluating ROI; familiarity with Risk Management frameworks; and use of Risk and Control Self-Assessments (RCSA).
• Project management tools including JIRA and Confluence.

Responsibilities

• Establish new accounts with appropriate client structures and documentation.
• Perform due diligence reviews to ensure regulatory compliance (KYC, FINRA, FINCEN, and related obligations).
• Coordinate with wealth management teams to ensure documents are correct and sent promptly.
• Request products for client accounts and ensure downstream systems reflect approved services.
• Collaborate with Compliance, Legal, and AML teams to resolve issues and improve onboarding workflow.

Skills

Process improvement

Risk management

Project management

Financial analysis

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Administration or related field

Tools

Microsoft Excel

Pivot tables

VLOOKUP

Macros

IF/AND formulas

JIRA

Confluence

Job description

Goldman Sachs & Co. LLC in Dallas, TX seeks a Senior Associate for Client Onboarding & Configuration to establish new accounts, ensure regulatory compliance, and coordinate document workflows with wealth management teams.

Responsibilities include processing product requests for client accounts, ensuring downstream systems recognize approved services, and resolving issues with Compliance, Legal and AML teams while improving onboarding efficiency.