Global Banking & Markets Operations-Ria Custody Client Services Representative-Dallas-Associate

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.

YOUR IMPACT

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.

OUR IMPACT

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.

HOW YOU WILL FULFILL YOUR POTENTIAL

We’re looking for a Client Service Representative to be part of our Service Team in Dallas within the Goldman Sachs Advisor Solutions business line.

As part of this role, you will be responsible for day-to-day management of multiple dedicated business to business relationships. 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.

RESPONSIBILITES:

• Through world class client service, drive asset retention and new asset growth for the GSAS platform.
• In support of the Goldman Sachs Advisor Solutions (GSAS) platform, develop business to business relationships with Registered Investment Advisors (RIAs).
• Drive customized solutions that match both the needs of RIAs and the GSAS platform.
• Adhere to compliance/risk procedures and exhibit detailed attention to disclosure policies.
• Utilize strong industry knowledge to provide operational support of investment products and services.
• Provide direction to new advisors by anticipating problems and probing for underlying needs.
• Contribute to departmental and corporate goals.
• Collaborate with internal business partners to serve as an advisor advocate across the Goldman Sachs organization.
• Through outstanding verbal and written communication, explain complex information in simple terms.

REQUIRED SKILLS AND EXPERIENCE:

• Team player with demonstrated initiative/leadership through participation in job related groups or committees.
• Strong technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
• Excellent relationship management and communication skills in both verbal and written formats.
• Bachelor’s degree preferred.
• Minimum of 3 years’ client service experience, preferably in financial services, retail brokerage or at an investment advisory firm.
• Strong multi-tasking, time management and organizational skills.
• Salesforce experience preferred.
• Robust problem-solving skills.
• Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and ability to educate clients/prospects on Goldman’s products and services.

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 GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity