Goldman Sachs - Dallas, TX
posted 25 days ago
The PWM Client Implementation team is seeking a professional to apply problem resolution and customer service skills while deepening understanding of the Private Wealth Management (PWM) business. The role involves collaborating with PWM Advisor Teams, Legal, Compliance, and Anti Money Laundering to facilitate account opening and maintenance for PWM Clients, providing superior client service and subject matter expertise to business partners. Operations is a dynamic division that partners with all parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients globally, while also providing essential risk management and control to preserve and enhance the firm's assets and reputation. Client Implementation focuses on account documentation, data integrity, risk management, and regulatory requirements, ensuring a positive client experience during the onboarding process.