Global Banking & Markets - Operations - RIA Custody Client Services Representative - Associate - Dallas

Goldman Sachs•Dallas, TX

6h•Onsite

About The Position

Goldman Sachs is seeking an RIA Custody Client Services Representative (CSR) to join their world-class service team. This role offers the opportunity to gain knowledge about financial markets and investing concepts, enhancing skills for a dynamic career path within the firm. The position involves challenging work experiences in a team environment focused on service excellence. Registered Investment Advisor (RIA) Custody is a new and growing area of the firm, providing a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. The team is dynamic and entrepreneurial, focused on building digital capabilities for a rapidly growing client base. As an Associate in the best-in-class Service Team in Dallas within the Goldman Sachs Advisor Solutions business line, the individual will serve as the dedicated relationship manager for multiple business-to-business clients, ensuring their overall satisfaction. This involves building meaningful relationships through outstanding client service and problem-solving, and helping to drive service strategy across the department.

Requirements

Bachelor’s degree
Minimum of 2 years’ client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
Series 7 & 63
Proven relationship management experience that has driven business growth.
Maintains a high degree of creativity and independence in projects and problem solving.
Ability to establish and maintain effective working relationships with all levels of management, employees, and clients.
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.

Nice To Haves

2+ years of relationship or account management experience preferred.
CRM or salesforce experience preferred.

Responsibilities

Primary contact for incoming and outgoing calls from/to Advisors and end Clients
Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
Ability to communicate complex information or ideas both verbally and in written form in a clear, concise, and professional manner to achieve client objectives.
Strong attention to detail and the ability to work well in difficult situations.
Collaborate effectively across other teams within the business to build relationships for a better understanding of other functions within the business.
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.
Develop clear and concise procedures to enhance operational efficiency and overall phenomenal client experience.
Assist in project work, as needed.
Log advisor feedback via complaints (Salesforce), firm feedback tracker, etc., and escalate to management for project prioritization.