Senior Client Onboarding Specialist

3 weeks ago


Bengaluru, Karnataka, India Goldman Sachs Full time

Job Summary

We are seeking a Senior Client Onboarding Specialist to join our Asset & Wealth Management Operations team. As a key member of our team, you will be responsible for ensuring a seamless onboarding experience for our clients.

Key Responsibilities

  • Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure a high-quality onboarding experience.
  • Ensure all client documentation required by the Firm's Customer Identification Program (CIP) is received, reviewed, and approved within the appropriate time-frames.
  • Understand Front to Back data flow to ensure downstream systems correctly recognize approved clients, products, and services.
  • Ability to 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 of each pooled vehicle.

Requirements

  • Bachelor's degree required.
  • 0-1.5 years of work experience in Operations field (preferable).
  • Experience working in Client Onboarding, Account Maintenance, 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

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 /careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.



  • Bengaluru, Karnataka, India F335 Deutsche India Private Limited, Bangalore Branch Full time

    About the RoleF335 Deutsche India Private Limited, Bangalore Branch is seeking a skilled Client Onboarding Specialist to join our team. As a Client Onboarding Specialist, you will be responsible for ensuring that all client onboarding and account opening requirements are met in accordance with regulatory standards and jurisdictions.Key ResponsibilitiesManage...


  • Bengaluru, Karnataka, India F335 Deutsche India Private Limited, Bangalore Branch Full time

    About the RoleF335 Deutsche India Private Limited, Bangalore Branch is seeking a skilled Client Onboarding Specialist to join our team. As a Client Onboarding Specialist, you will be responsible for ensuring that our clients meet the necessary regulatory standards and jurisdictions.Key ResponsibilitiesClient onboarding and exceptions in line with regulatory...


  • Bengaluru, Karnataka, India BusinessOnBot Full time

    Client Onboarding SpecialistThe Client Onboarding Specialist will be responsible for building strong relationships with clients at all levels, ensuring a smooth and successful transition to BusinessOnBot's platform. This role involves leading the onboarding process, analyzing client performance, and identifying opportunities for improvement.Responsibilities...


  • Bengaluru, Karnataka, India BusinessOnBot Full time

    Key Responsibilities:As a Client Onboarding Specialist at BusinessOnBot, you will be responsible for building strong relationships with founders and CEOs of India's D2C brands, ensuring a smooth and successful transition to our platform. This includes leading the onboarding process, understanding client needs, and developing customized solutions that drive...


  • Bengaluru, Karnataka, India BusinessOnBot Full time

    Key Responsibilities:- Engage with C-Suite Executives: Foster strong relationships with founders and CEOs of India's D2C brands, such as Two Brothers Organic Farms and Mokobora.- Expert Onboarding: Lead the onboarding process for new clients, ensuring a seamless transition to BusinessOnBot's platform.- Tailored Solutions: Collaborate with clients to...


  • Bengaluru, Karnataka, India Awign Expert Full time

    About Awign Expert:A division of Awign, India's largest work-as-a-service platform, connecting skilled professionals with project-based opportunities from top companies. We handle onboarding, feedback, conflict resolution, and payroll, empowering professionals to focus on their work.Key Responsibilities:• Lead onboarding of new clients on Nitrogen•...


  • Bengaluru, Karnataka, India Nexthire Full time

    Job Title: Senior Merchant Onboarding SpecialistWhat You'll Be Doing:Overseeing the merchant onboarding process, ensuring timely account activation and compliance with risk and regulatory requirements.Collaborating with the business team to manage account changes and resolve merchant queries.Serving as the primary point of contact for internal and...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About the RoleWe are seeking a highly skilled Senior Software Engineer to join our Client Onboarding team at Goldman Sachs. As a key member of our engineering team, you will be responsible for designing, developing, and maintaining our client onboarding platform.Key ResponsibilitiesDesign and develop scalable, reliable, and maintainable software solutions...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Client Onboarding & Configuration RoleAt Goldman Sachs, we are seeking a skilled Senior Operations Analyst to join our Client Onboarding & Configuration team. As a key member of our team, you will be responsible for ensuring a seamless onboarding experience for our clients.Key ResponsibilitiesDevelop relationships with PWM business teams, PWM Compliance, PWM...


  • Bengaluru, Karnataka, India Nasdaq Full time

    Role OverviewNasdaq is seeking a skilled Technical Onboarding Specialist to join our team. As a key member of our onboarding process, you will be responsible for ensuring a seamless transition for our clients.Key ResponsibilitiesConduct regular meetings with clients to discuss project plans and progress.Establish strong relationships with key collaborators...


  • Bengaluru, Karnataka, India Nasdaq Full time

    Your RoleAs a Technical Onboarding Specialist at Nasdaq, you will be responsible for ensuring a seamless onboarding experience for our clients. This involves working closely with cross-functional teams to understand client requirements and develop tailored project plans.Key Responsibilities:Conduct regular meetings with customers to discuss project progress...


  • Bengaluru, Karnataka, India Grow91 Full time

    About Grow91Grow91 is a rapidly scaling creator-driven commerce platform. Job SummaryWe are seeking a highly motivated Brand Onboarding Specialist to join our team. As a Brand Onboarding Specialist, you will be responsible for onboarding top-notch brands onto our platform, working closely with them to scale their revenue. Key ResponsibilitiesOnboard D2C...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    About the RoleWe are seeking a highly skilled Senior Operations Analyst to join our Asset & Wealth Management Operations team. As a key member of our Client Onboarding & Configuration group, you will be responsible for delivering exceptional client experiences and ensuring seamless onboarding processes.Key ResponsibilitiesDevelop and maintain strong...


  • Bengaluru, Karnataka, India Tata Consultancy Services Full time

    About the Role:We are seeking a highly skilled SAP SuccessFactors Onboarding Specialist to join our team at Tata Consultancy Services.Key Responsibilities:Implement and configure SAP SuccessFactors Onboarding solutions for clients.Provide technical expertise and support for Onboarding-related projects.Collaborate with cross-functional teams to ensure...


  • Bengaluru, Karnataka, India Yatriv Consultants Full time

    Key Responsibilities:As a Customer Onboarding Specialist at Yatriv Consultants, you will be responsible for:Welcoming and onboarding new customers in a professional and friendly manner.Providing strong convincing skills to ensure seamless onboarding processes.Ensuring excellent verbal and written communication skills to effectively interact with...


  • Bengaluru, Karnataka, India Crio Full time

    About the Role:We are seeking an experienced User Onboarding Specialist to join our team at Crio. As a User Onboarding Specialist, you will be responsible for creating an exciting and successful onboarding experience for premium users with Crio products.Your key responsibilities will include:Onboarding premium users on the learning programs via 1:1 video...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Asset & Wealth Management OperationsWe are seeking a highly skilled and detail-oriented professional to join our Asset & Wealth Management Operations team. As a client onboarding specialist, you will be responsible for ensuring seamless front-to-back onboarding of new clients, working closely with internal and external stakeholders to obtain relevant...


  • Bengaluru, Karnataka, India GCC client Full time

    Job Title: Senior Data Migration SpecialistJob Summary:As a Senior Data Migration Specialist at GCC client, you will be responsible for designing and implementing data migration strategies from on-premise Hadoop to AWS. You will develop and optimize Spark jobs for data processing on AWS EMR, manage and maintain S3 storage solutions for data lake...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Asset Management Operations RoleAt Goldman Sachs, we are seeking a highly skilled Asset & Wealth Management Operations Specialist to join our team. As a key member of our Client Onboarding, AML KYC Program, you will be responsible for ensuring a seamless front-to-back onboarding experience for our clients.Key ResponsibilitiesPartner with Asset & Wealth...


  • Bengaluru, Karnataka, India ANSR Full time

    Customer OnboardingAt ANSR, we're seeking a skilled SaaS Onboarding Specialist to lead our customer onboarding processes. This role is critical in ensuring a smooth adoption of our SaaS products, driving customer satisfaction and long-term retention.Responsibilities:Lead customer onboarding processes, developing tailored solutions to meet customer...