Global Banking & Markets Operations - Dallas - Associate - Client Services
Goldman Sachs Bank AG, Dallas, TX, United States
Global Banking & Markets Operations - Dallas - Associate - Client Services location_on Dallas, Texas, United States
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 the dedicated relationship manager for multiple business‑to‑business clients. You will ensure the overall satisfaction of these RIA firms. 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.
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.
REQUIRED SKILLS AND EXPERIENCE
Minimum of 2 years’ client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
2+ years of relationship or account management experience preferred.
CRM or salesforce experience preferred.
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.
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.
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class‑leading benefits our firm has to offer.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
#J-18808-Ljbffr
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 the dedicated relationship manager for multiple business‑to‑business clients. You will ensure the overall satisfaction of these RIA firms. 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.
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.
REQUIRED SKILLS AND EXPERIENCE
Minimum of 2 years’ client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
2+ years of relationship or account management experience preferred.
CRM or salesforce experience preferred.
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.
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.
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class‑leading benefits our firm has to offer.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
#J-18808-Ljbffr