Asset & Wealth Management Operations

WEALTH MANAGEMENT OPERATIONS

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

BUSINESS OVERVIEW

The Private Wealth Management (PWM) division provides tailored financial solutions to high-net-worth individuals, families, and foundations. We help our clients build and preserve their wealth through customized investment strategies and access to a wide range of products and services, including private banking and trust services.

YOUR IMPACT

The PWM Operations team is seeking a motivated and detail-oriented Junior Analyst to join our Client Onboarding team. In this role, you will play a vital part in ensuring smooth and efficient onboarding experience for our clients. You'll collaborate with various teams, including Sales, Legal, Compliance, and Anti-Money Laundering (AML), while gaining valuable experience in a fast-paced and highly regulated environment.

OUR IMPACT

Client Onboarding is the first impression many clients have of Goldman Sachs PWM. Your work directly impacts on the client’s experience and ensures we adhere to the highest standards of risk management and regulatory compliance. This role provides a fantastic opportunity to learn about the financial industry, develop critical analytical skills, and contribute to the success of our team.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Assist in the onboarding process for new PWM clients, ensuring all required documentation is collected and verified.
• Review client documentation for completeness and accuracy, adhering to Firm policies and regulatory requirements (AML, Know Your Client - KYC).
• Collaborate with PWM Sales, Legal, Compliance, and other Operations teams to resolve onboarding issues and ensure seamless client experience.
• Maintain accurate client data in Firm systems, ensuring proper recognition of approved clients, products, and services.
• Support process improvement initiatives to enhance efficiency and reduce risk.
• Contribute to strategic projects within the PWM Operations team.
• Learn and apply your knowledge of financial services and operations to daily tasks.

BASIC QUALIFICATIONS 

• Bachelor’s degree in finance, Business, or a related field.
• Excellent communication skills, both written and verbal.
• Strong analytical and problem-solving abilities.
• Proficiency in MS Office (Word, Excel) and web-based applications.
• Basic understanding of the financial industry and a keen interest in learning more.
• Ability to work independently and as part of a team.
• Highly organized with excellent attention to detail and follow-through skills.
• Proactive and eager to learn with a strong work ethic.
• Ability to multi-task, prioritize work, and manage time effectively in a fast-paced environment.

ABOUT GOLDMAN SACHS

At 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. 

We’re 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

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Goldman Sachs is an equal employment/affirmative action employer