Asset Management Operations Associate
3 weeks ago
Asset Management Operations Associate - Client Onboarding and Configuration
At Goldman Sachs, we are committed to empowering our clients and customers to reach their financial goals. Our Asset Management Operations team plays a critical role in delivering exceptional client experiences through our Client Onboarding and Configuration function.
Key Responsibilities
- Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure seamless onboarding experiences for clients.
- Ensure timely receipt, review, and approval of client documentation required by the Firm's Customer Identification Program (CIP) in line with AML and Know Your Client requirements.
- Understand Front to Back data flow to ensure downstream systems correctly recognize approved clients, products, and services.
- Resolve issues through coordination with PWM business, PWM Compliance, PWM Legal, and other Operations teams.
- Support SALES, CRM, and Other regional teams by providing accurate and timely information and overseeing all aspects of support for each pooled vehicle.
Requirements
- Bachelor's degree required.
- 2+ years of work experience in Operations field (preferable).
- Experience working in Client Onboarding, Customer Identification Program (CIP), and Know Your Customer (KYC) processes.
- Proven analytical skills, problem-solving ability, and a control mentality paired with meticulous attention to detail.
- Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience.
- Self-motivated and proactive team player who takes ownership and accountability & has strong organizational skills as well as the ability to effectively manage competing priorities.
- Flexible and able to work well under pressure, manage high volumes, and collaborate with a global team while maintaining a positive attitude.
- Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint, and Microsoft Word.
About Goldman Sachs
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 /careers.
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