Senior Client Services Operations & Analytics Associate

Agupdate; Salt Lake City, Northern (UT, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Goldman Sachs & Co. LLC in Salt Lake City, Utah, seeks a Senior Associate in Client Services - Operations to own client accounts and coordinate issues across operations teams supporting Retail Separately Managed Accounts.

The role requires advanced analytics, data extraction, and process improvement skills, with emphasis on timely delivery and automation to reduce risk. The ideal candidate will have a Master’s or a Bachelor’s with significant experience and strong communication capabilities.

Qualifications

• Master’s degree or Bachelor’s with relevant field and required experience in analytics and operations.
• Experience extracting client investment data across systems and validating results.
• Ability to manage time-sensitive projects and adhere to timelines.
• Experience with low-code automation to reduce manual processes.
• Experience building ETL data flows and using visualization tools.

Responsibilities

• Coordinate client issues across operations teams supporting Retail Managed Accounts.
• Act as a point of contact for Asset & Wealth Management Operations.
• Ensure execution of supervisory controls and Close-of-Day processes.
• Triager live portfolio administration and trade support scenarios.
• Utilize MS Office to communicate and manage queries and analyses.

Skills

Data extraction

Financial analysis

Process improvement

ETL/data pipelines

Automation (low-code)

Cross-functional coordination

Portfolio management support

Education

Master’s degree in Business Administration / MIS / Finance / Business Analytics or related field

Bachelor’s degree in Business Administration / MIS / Finance / Business Analytics or related field

Tools

Alteryx

Tableau

SQL

Excel

MS Office

Job description

Goldman Sachs & Co. LLC in Salt Lake City, Utah, seeks a Senior Associate in Client Services - Operations to own client accounts and coordinate issues across operations teams supporting Retail Separately Managed Accounts.

The role requires advanced analytics, data extraction, and process improvement skills, with emphasis on timely delivery and automation to reduce risk. The ideal candidate will have a Master’s or a Bachelor’s with significant experience and strong communication capabilities.