Asset Management Operations-Chicago-Analyst-Client Services - Operations

Asset Management Operations-Chicago-Analyst-Client Services - Operations Job Description

ASSET MANAGEMENT
We’re a team of trusted advisors who provide innovative investment solutions to help our clients meet their financial goals. We work with specialists and groups from around the firm to help high-net-worth individuals and institutions across various industries navigate changing markets and make smart investments. We value self-starters with an entrepreneurial spirit, but still provide the support and resources to ensure your success.

YOUR IMPACT:
The position of Client Onboarding Analyst in US Shareholder Services is ideal for someone who is interested in learning all the requirements for new clients to invest in various Goldman Sachs Asset Management products (e.g. mutual funds, alternative investments, separately managed accounts) and streamlining the process with a client service mindset. To successfully onboard client relationships, this role involves communication and coordination across many internal teams, such as Tax, Legal, Compliance, Sales and Service.

This position requires adhering to laws and regulations, a thorough understanding of a client service/onboarding environment, and an in-depth knowledge of the industry, our client base, and our systems.

OUR IMPACT:
Goldman Sachs (GS) Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure.

Within GS Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of GS Asset Management investment products, provides consultative services, scale and controls, all while focused on being accretive financially to the business. The Client Onboarding team plays a critical role within Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.

HOW YOU WILL FULFILL YOUR POTENTIAL:

Primary Responsibilities:

• Serve as the primary point of contact for internal and external clients with respect to client onboarding & AML initiatives; including answering account documentation inquiries, acting as the service stakeholder for policy/procedure related discussions, and establish client accounts on firm systems
• Verify that all documentation received from the client comply with regulatory and compliance standards, as well as firm-wide AML guidelines
• Maintain workflow procedures and onboarding documentation
• Communicate and work closely with client-facing Service and Sales teams to provide high quality service to our Institutional and Intermediary Partners
• Work on special projects as necessary (e.g. automation related projects, new business lines)
• Partner with Management and other Service Representatives to build long term successful and scalable service models
• Cultivate a service environment targeted towards enhancing the client onboarding experience
• Analyze and problem solve, both independently and with the team
• Monitor and escalate onboarding issues to ensure a high-quality response to clients

SKILLS & EXPERIENCE WE’RE LOOKING FOR:

Basic Qualifications:

• Extremely detailed oriented
• Strong leadership, communication and teamwork skills
• Highly analytical with the ability to creatively provide solutions
• Ability to deliver superior client service to internal and external clients
• Can multitask and work well under pressure and in a fast-paced environment
• Strong time management and organizational skills
• Proficient PC skills, including MS Word, Excel, Power Point, and Access

Preferred Qualifications:

• 1-3 years of experience in a financial industry, service environment
• Series 7 and Series 63 (suggested, but not required)

ABOUT GOLDMAN…