Global Banking & Markets, RIA Custody Sales, Transition Specialist, Associate - Dallas

Goldman Sachs•Dallas, TX

23h

About The Position

Transition Specialists are responsible for the data quality, analysis and execution in support of onboarding firms onto the Goldman Sachs Custody Solutions (“GSCS”) platform. The Transition Specialist facilitates the training and support of client data for account opening, metrics, tracking, and reconciliation for firms that during the transition phase. Additional responsibilities include: leveraging project management tools to provide reporting to internal stakeholders, collaborating with team members to perform time sensitive tasks to reach project timelines and objectives, platform training, handling client data to prepare client data packages, proficient with operational policies and procedures to align best practices when demonstrating the platform to best utilize functionality and platform capabilities, and working closely with project management teams to support firms in transition. A Transition Specialist also works closely with various resources around the organization to provide solutions for client requests in order to consistently meet client and project timelines. The role will require an average of 10-20% travel per year to support advisory firms in transition, along with flexible work hours to accommodate project commitments and/or timelines:

Requirements

1-2 years industry experience in financial services preferred
1-2 years in a client servicing / systems training role preferred
Strong written and verbal communication skills
Strong analytical, organizational, and time management skills
Ability to learn and train on new concepts and/or technical system functions quickly
Bachelor’s degree in business administration or a related field

Responsibilities

data quality
analysis
execution in support of onboarding firms onto the Goldman Sachs Custody Solutions (“GSCS”) platform
facilitates the training and support of client data for account opening, metrics, tracking, and reconciliation for firms that during the transition phase
leveraging project management tools to provide reporting to internal stakeholders
collaborating with team members to perform time sensitive tasks to reach project timelines and objectives
platform training
handling client data to prepare client data packages
proficient with operational policies and procedures to align best practices when demonstrating the platform to best utilize functionality and platform capabilities
working closely with project management teams to support firms in transition
works closely with various resources around the organization to provide solutions for client requests in order to consistently meet client and project timelines