Senior Client Onboarding Specialist
3 weeks ago
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.
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