Full-Time

Asset & Wealth Management Operations

Client Services, Associate

Posted on 2/18/2025

Goldman Sachs

Goldman Sachs

Global investment banking and asset management firm

Fintech
Social Impact
Financial Services

Mid

Company Does Not Provide H1B Sponsorship

Dallas, TX, USA

Category
Customer Success
Customer Support
Customer Success & Support
Required Skills
Risk Management

You match the following Goldman Sachs's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree
  • 3 years of professional experience
  • Proven client service skills
  • Ability to manage a functional line and process
  • Ability to develop and nurture relationships with senior business leaders within cross divisional a team
  • Self-motivated and proactive team player who takes ownership and accountability for projects
  • Strong organizational skills
  • Ability to effectively manage competing priorities
  • Flexible and able to work well under pressure in a team environment
Responsibilities
  • Collaborate with cross-divisional partners, including engineering and business personnel on matters related to bank loan origination and servicing
  • Establish and drive transformational strategy to uplift service standards, improve workflows & manage reporting to measure and monitor risk and provide a differentiated service experience
  • Engage and collaborate with the Private Lending leadership to ensure appropriate team oversight on high risk functions, strategic initiatives, and daily volumes
  • Provide accurate and timely secondary reviews and approvals of customer due diligence (KYC) reviews
  • Manage process improvement and functional ownership of KYC within the Private Lending domain
  • Provide accurate and timely secondary reviews and approvals of loan fundings
  • Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
  • Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
  • Showcase strong control and risk management strategies to ensure compliance with GS Bank USA while still providing excellent client service to PWM and Institutional clients
  • Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business

Goldman Sachs provides a variety of financial services, including investment banking, asset management, and securities trading. The firm offers advisory services for mergers and acquisitions, helps clients with underwriting securities, and manages assets for a diverse range of clients, including corporations, financial institutions, governments, and wealthy individuals. Revenue is earned through fees for these advisory services, trading commissions, and asset management fees. Goldman Sachs distinguishes itself from competitors by its extensive experience and commitment to social responsibility, which includes initiatives to support small businesses and promote racial equity. The company's goal is to deliver high-quality financial services while also making a positive impact on society.

Company Size

N/A

Company Stage

IPO

Total Funding

N/A

Headquarters

New York City, New York

Founded

1869

Simplify Jobs

Simplify's Take

What believers are saying

  • Goldman Sachs' investment in Float Financial captures the growing Canadian business finance market.
  • High demand for aerospace IPOs presents lucrative opportunities for Goldman Sachs.
  • Commitment to environmental projects enhances Goldman Sachs' reputation in social responsibility.

What critics are saying

  • Increased competition in AI-driven financial platforms may challenge Goldman Sachs' market share.
  • Rising digital nutritional therapy investments could divert focus from traditional financial services.
  • Strong investor interest in aerospace IPOs may divert capital from financial services.

What makes Goldman Sachs unique

  • Goldman Sachs invests in AI-driven platforms like 73 Strings for enhanced financial intelligence.
  • The firm supports urban infrastructure projects, aligning with its social responsibility goals.
  • Goldman Sachs is expanding into health-focused financial services with investments in companies like Fay.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

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