GSAM, Strategic Client Service, Client Onboarding Analyst/Associate - Chicago

  • Competitive
  • Chicago, IL, USA
  • Permanent, Full time
  • Goldman Sachs USA
  • 17 Oct 18

GSAM, Strategic Client Service, Client Onboarding Analyst/Associate - Chicago

We're a team of trusted advisors who provide innovative investment solutions to help our clients meet their financial goals. From private wealth to asset management, 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.

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 GSAM funds (e.g. mutual funds, hedge funds) 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.

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

Within GSAM, the Strategic Client Services group is a global sales-aligned service organization that provides high quality service and solutions to clients. Through their client service model, Strategic Client Services enables distribution of GSAM 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 Strategic Client Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.

Primary Responsibilities:

  • Serve as the primary point of contact for internal clients with respect to client onboarding initiatives; including answering account documentation inquiries, acting as the service stakeholder for policy/procedure related discussions, and establishing client accounts on the Transfer Agent systems
  • Verify that all documentation received from the client comply with regulatory and compliance standards, as well as firm-wide AML guidelines
  • 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 experience
  • Analyzing and problem solving, both independently and with the team
  • Monitor and escalate onboarding issues to ensure a high quality response to clients

Basic Qualifications:
  • Extremely detail oriented
  • Highly analytical with the ability to creatively provide solutions
  • Ability to deliver superior client service to internal and external clients
  • Works well under pressure and in a fast-paced environment
  • Strong organizational, time management, communication, and teamwork skills
  • Proficient PC skills, including MS Word, Excel, Power Point, and Access
  • Bachelor's degree required

Preferred Qualifications:
  • 1-5 years of experience in a financial industry service environment
  • Series 7 and Series 63 (needs to be obtained within ~3 months of hire)

ABOUT GOLDMAN SACHS The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.