Asset Management Operations-Chicago-Analyst-Client Services - Operations

Goldman Sachs

64d • $55,000 - $80,000

About The Position

The position of Client Onboarding Analyst in US Shareholder Services is ideal for someone who is interested in learning all the requirements for new clients to invest in various Goldman Sachs Asset Management products (e.g. mutual funds, alternative investments, separately managed accounts) and streamlining the process with a client service mindset. To successfully onboard client relationships, this role involves communication and coordination across many internal teams, such as Tax, Legal, Compliance, Sales and Service. This position requires adhering to laws and regulations, a thorough understanding of a client service/onboarding environment, and an in-depth knowledge of the industry, our client base, and our systems.
OUR IMPACT:
Goldman Sachs (GS) Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Within GS Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of GS Asset Management investment products, provides consultative services, scale and controls, all while focused on being accretive financially to the business. The Client Onboarding team plays a critical role within Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.

Requirements

• Extremely detailed oriented
• Strong leadership, communication and teamwork skills
• Highly analytical with the ability to creatively provide solutions
• Ability to deliver superior client service to internal and external clients
• Can multitask and work well under pressure and in a fast-paced environment
• Strong time management and organizational skills
• Proficient PC skills, including MS Word, Excel, Power Point, and Access
• Bachelor’s degree required

Nice To Haves

• 1-3 years of experience in a financial industry, service environment
• Series 7 and Series 63 (suggested, but not required)

Responsibilities

• Serve as the primary point of contact for internal and external clients with respect to client onboarding & AML initiatives; including answering account documentation inquiries, acting as the service stakeholder for policy/procedure related discussions, and establish client accounts on firm systems
• Verify that all documentation received from the client comply with regulatory and compliance standards, as well as firm-wide AML guidelines
• Maintaining workflow procedures and onboarding documentation
• Communicate and work closely with client-facing Service and Sales teams to provide high quality service to our Institutional and Intermediary Partners
• Work on special projects as necessary (e.g. automation related projects, new business lines)
• Partner with Management and other Service Representatives to build long term successful and scalable service models
• Cultivate a service environment targeted towards enhancing the client onboarding experience
• Analyzing and problem solving, both independently and with the team
• Monitor and escalate onboarding issues to ensure a high-quality response to clients

Benefits

• Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees