Global Banking & Markets Operations-Associate-Dallas-Goldman Sachs Advisor Solutions Client Services-Case ManagementDallas, Texas, United States
Global Banking & Markets Operations-Associate-Dallas-Goldman Sachs Advisor Solutions Client Services-Case Management
Global Banking & Markets Operations-Associate-Dallas-Goldman Sachs Advisor Solutions Client Services-Case ManagementDallas, Texas, United States

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 (CSR) 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 in Dallas within the Goldman Sachs Advisor Solutions business line. 

As part of this role, you will be responsible for handling daily inbound and outbound email activities and operational tasks related to the RIA Custody line of business, including transaction processing, money movements, account opening and account maintenance support, and general service-related information. 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 point of contact for Registered Investment Advisors (RIAs) and their clients by handling daily inbound and outbound email activities and operational tasks via Salesforce
  • You will assist in handling outbound calls
  • Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services. 
  • Ability to deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience.
  • You will assist in the development, implementation and management of procedural changes and provide operational and business support to diverse teams. 
  • 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.
  • Ability to handle complex client inquiries such as assisting Third Party Data Aggregators with integrations related questions pertaining to account data that is delivered to them, or communicating account offboarding processes and procedures with account beneficiaries.

REQUIRED SKILLS AND EXPERIENCE:

  • Bachelor’s degree 
  • Demonstrate effective verbal and written communication skills
  • Maintains a high degree of creativity and independence in projects and problem solving. 
  • Passion for service, positive attitude, enthusiasm, professionalism, and strong client focus.
  • Ability to establish and maintain effective working relationships with all levels of management, employees, and clients. 
  • Effective critical thinking through probing questions to identify solutions in unique situations, while demonstrating sound business judgement.
  • Ability to demonstrate a technical aptitude by quickly assimilating technical concepts and new technology.
  • Proven experience analyzing operational workflows and writing policies and procedures
  • Ability to recognize process inefficiency and recommend improvement opportunity
  • Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem-solving skills. 
  • Technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products

Preferred

  • Minimum of 3 years’ client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
  • Salesforce experience

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. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html