Wealth Client Onboarding & Configuration Lead

The Goldman Sachs Group; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

The Goldman Sachs Group, Inc. in Dallas, Texas is seeking a Senior Associate for Client Onboarding & Configuration to establish new client accounts by understanding various account structures and documentation requirements.

The role involves performing due diligence to comply with internal policies and regulatory obligations, coordinating with Wealth Management teams, and ensuring timely processing of documents and product requests.

Qualifications

• 2 years of experience in onboarding or a related role.
• Proficiency with Excel, including macros, pivot tables, VLOOKUP, and IF/AND.

Responsibilities

• Establish new client accounts by understanding account structures and required documentation.
• Coordinate with Compliance and Risk teams to ensure proper due diligence.
• Support improvements to the client onboarding workflow and process.

Skills

Process improvement

Risk assessment

Project management

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration or related field

Tools

JIRA

Confluence

Job description

The Goldman Sachs Group, Inc. in Dallas, Texas is seeking a Senior Associate for Client Onboarding & Configuration to establish new client accounts by understanding various account structures and documentation requirements.

The role involves performing due diligence to comply with internal policies and regulatory obligations, coordinating with Wealth Management teams, and ensuring timely processing of documents and product requests.