Trade Processing

Goldman Sachs Bank AG; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Healthcare & Medical Insurance

Retirement benefits program

Vacation and time-off flexibility

Life and disability coverage

Job summary

Goldman Sachs is seeking an Associate for the RIA Custody Client Services team to deliver high-quality service to Registered Investment Advisor clients and drive asset growth. You will collaborate across departments, onboard new clients, and act as a trusted internal advocate for clients, ensuring satisfaction while communicating effectively on product updates and issues.

The role emphasizes strong client experience, relationship management, and problem-solving within a fast-paced,

Qualifications

• 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 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 through participation in job related groups or committees.

Responsibilities

• Act as the primary or secondary point of contact for business-to-business clients with RIAs and craft personalized solutions that drive asset growth and retention through the 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 releases that could impact the relationship.
• Collaborate with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services to drive business growth.
• Serve as an internal champion for clients.
• Create reporting that provides leadership transparency into client segments and regional performance.
• Host quarterly reviews with clients to share user activity and product trends with detailed statistics.
• Monitor client satisfaction through internal benchmarks and regular feedback on platform/services/processes.

Skills

Client experience

Relationship management

Communication skills

Cross-functional collaboration

Salesforce experience

Attention to detail

Problem solving

Tools

Word processing

Spreadsheet

Job description

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

YOUR IMPACT

Goldman Sachs is seeking an RIA Custody Client Services Representative to join our world-class service team.

The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment.

OUR IMPACT

Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.

HOW YOU WILL FULFILL YOUR POTENTIAL

We’re looking for an Associate to be part of our best-in-class Service Team within the Goldman Sachs Advisor Solutions business line.

As part of this role, you will be responsible to assist and deliver shared service for multiple business-to-business clients. You will ensure the overall satisfaction of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department.

RESPONSIBILITES:

• 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.

REQUIRED SKILLS AND EXPERIENCE:

• 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.

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.

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.