99 Client Services Representative Jobs in Dallas, TX
Goldman Sachs is Hiring a Client Services Representative Near Dallas, TX
Goldman Sachs is seeking a Series 7 Licensed RIA Custody Client Services Representative (CSR) to join our world-class service team.
The Knowledge youll 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.
RESPONSIBILITIES AND QUALIFICATIONS:RESPONSIBILITES:
- Provide value added service and support to Goldman Sachss Registered Investment Advisors.
- Adhere to compliance/risk procedures and exhibit detailed attention to disclosure policies.
- Creatively and conveniently solve member problems in an expedient manner.
- Perform comprehensive account and service functions accurately and efficiently.
- Handle requests by advisors for investment products and services.
- Provide direction to new advisors by being responsive to advisor needs, inquiries and requests.
- Excel in explaining complex information in ways that are easy to understand.
- Drive customer experience to high levels of satisfaction by adhering to the customer first principles.
- Contribute to departmental and corporate goals.
REQUIRED SKILLS AND EXPERIENCE:
- Bachelors degree preferred.
- FINRA Series 7 License required may consider sponsoring for qualified candidates.
- Minimum of 2 years client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
- Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and ability to educate clients/prospects on Goldmans products and services.
- Strong multi-tasking, time management and organizational skills.
- Robust problem solving skills.
- Excellent relationship management and communication skills in both verbal and written formats.
- Strong technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
- Salesforce experience preferred.
- Team player with demonstrated initiative/leadership through participation in job related groups or committees.
ABOUT GOLDMAN SACHSAt Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. Were committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc., 2021. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Job Summary
Full Time
$49k-65k (estimate)
05/02/2024
05/18/2024
goldmansachs.com
CHICAGO, IL
>50,000
1869
JOHN COBLENTZ
>$50B
Banking
Related Companies
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
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Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
