What are the responsibilities and job description for the Asset & Wealth Management Operations-Client Services-Associate-Dallas position at Goldman Sachs?
Job Description
Asset & Wealth Management
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
Our Impact
Client Operations is a global sales-aligned service organization, providing Investor servicing and record keeping focused on enabling distribution, providing consultative services, creating scale and controls.
The Client Service position in Shareholder Services is a prime opportunity for individuals who are passionate about enhancing their client service capabilities, relationship management skills, and understanding of the asset management business. This role is particularly suited for those who are detail-oriented, intellectually curious, and thrive in a dynamic, high-energy environment. The ideal candidate will possess a deep understanding of client service dynamics within a financial setting and may be involved in business development initiatives. This involvement requires a comprehensive knowledge of the industry, client base, and operational systems to effectively contribute to the organization's growth and client experience.
Primary Responsibilities
Asset & Wealth Management
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
Our Impact
Client Operations is a global sales-aligned service organization, providing Investor servicing and record keeping focused on enabling distribution, providing consultative services, creating scale and controls.
The Client Service position in Shareholder Services is a prime opportunity for individuals who are passionate about enhancing their client service capabilities, relationship management skills, and understanding of the asset management business. This role is particularly suited for those who are detail-oriented, intellectually curious, and thrive in a dynamic, high-energy environment. The ideal candidate will possess a deep understanding of client service dynamics within a financial setting and may be involved in business development initiatives. This involvement requires a comprehensive knowledge of the industry, client base, and operational systems to effectively contribute to the organization's growth and client experience.
Primary Responsibilities
- Manage client relationships by serving as primary point of contact for clients & sales channels.
- Provide a full range of services: including responding to client inquiries for fund/portfolio information, acting as the point person for any client-related issues, and executing trades.
- Collaborate with Sales partners to drive business development initiatives.
- Engage in critical analysis and problem-solving activities, both independently and collaboratively with the team, to address complex issues effectively.
- Monitor and escalate service issues to ensure a high-quality response and resolution to clients.
- Participate in special value projects as necessary (i.e. asset development, automation related projects).
- Maintain close communication with the firm's trading desks, relaying the status of trading activity.
- Promote a service-oriented culture focused on enhancing the client experience and exceeding client expectations.
- Bachelor’s degree from a four-year college or university required
- Demonstrated understanding of client needs and the ability to meet them effectively
- Critical thinking, analytical, and problem-solving skills
- Strong organizational skills and experience managing projects
- Keen attention to detail and high sense of intellectual curiosity, meeting needs in a thorough and efficient manner
- Ability to thrive in a fast-paced, collaborative environment
- Team oriented and self-motivated with a positive attitude
- Preferred 3 years of relevant client service experience in a financial services industry environment.
- FINRA Series 7 and Series 63 preferred (should be obtained within first 60 days on the job)
Salary : $2