Wealth Management Operations Specialist

Goldman Sachs Bank AG; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Healthcare & Medical Insurance

Child Care & Family Care

Generous vacation policies

Financial wellness support

Job summary

Goldman Sachs Bank AG is looking for a Wealth Management Professional (WMP) in Dallas, Texas. The WMP will provide operational support across various business lines, facilitate client onboarding, manage trades, and work with analytics for ongoing account monitoring. Candidates should have a Bachelor's degree and a minimum of 2 years' experience in a similar role.

Strong organizational and teamwork skills are essential, along with proficiency in Windows technology. The firm offers comprehensive benefits including health insurance, retirement planning, and wellness programs.

Qualifications

• Minimum of 2 years of experience.
• SIE, Series 7, and 63 required (must be obtained within three months of employment).

Responsibilities

• Liaise with PWM teams and partner with compliance, legal, and operations.
• Assist with the accurate booking of trades across multiple asset classes.
• Manage transaction processing and ad hoc requests.
• Serve as a liaison with various internal departments for issue resolution.

Skills

Strong organizational skills

Detail-oriented

Team player

Ability to work in a fast-paced environment

Knowledge of Windows technology (Outlook, Excel, and Word)

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Goldman Sachs Bank AG is looking for a Wealth Management Professional (WMP) in Dallas, Texas. The WMP will provide operational support across various business lines, facilitate client onboarding, manage trades, and work with analytics for ongoing account monitoring. Candidates should have a Bachelor's degree and a minimum of 2 years' experience in a similar role.

Strong organizational and teamwork skills are essential, along with proficiency in Windows technology. The firm offers comprehensive benefits including health insurance, retirement planning, and wellness programs.