Global Banking & Markets Operations - Dallas - Associate - Client Services Dallas Associate

Global Banking & Markets Operations - Dallas - Associate - Client Services  Dallas, Texas, United States

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.

Goldman Sachs is seeking an RIA Custody Client Services Representative (CSR) to join our world-class service team.

The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment.

Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base.

We’re looking for an Associate to be part of our best-in-class Service Team in Dallas within the Goldman Sachs Advisor Solutions business line.

As part of this role, you will be the dedicated relationship manager for multiple dedicated business to business clients. You will ensure the overall satisfaction of these RIA firms.

Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department.

• Primary contact for incoming and outgoing calls from/to Advisors and end Clients
• Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
• Ability to communicate complex information or ideas both verbally and in written form in a clear, concise, and professional manner to achieve client objectives.
• Strong attention to detail and the ability to work well in difficult situations.
• Collaborate effectively across other teams within the business to build relationships for a better understanding of other functions within the business.
• Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
• Develop clear and concise procedures to enhance operational efficiency and overall phenomenal client experience.
• Assist in project work, as needed.
• Log advisor feedback via complaints (Salesforce), firm feedback tracker, etc., and elevate to management for project prioritization.

• Minimum of 2 years’ client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
• 2+ years of relationship or account management experience preferred.
• CRM or salesforce experience preferred.
• Series 7 & 63
• Proven relationship management experience that has driven business growth.
• Maintains a high degree of creativity and independence in projects and problem solving.
• Ability to establish and maintain effective working relationships with all levels of management, employees, and clients.
• Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem‑solving skills.
• Technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web‑based products.

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.…