🌟 Client Services and Onboarding Support – Associate at Goldman Sachs (Dallas, Texas) | Apply Now!
Location: Dallas, Texas, United States
Position Level: Associate
Department: Operations & Client Services
Work Type: Onsite
Posting Date: January 3, 2025
Company: Goldman Sachs
📌 About Goldman Sachs: Redefining Global Finance Since 1869
At Goldman Sachs, we drive progress. Since our founding in 1869, we’ve committed our people, capital, and ideas to help our clients and communities achieve extraordinary results. With a strong global presence and a culture grounded in integrity, innovation, and collaboration, Goldman Sachs continues to shape the future of finance.
Headquartered in New York City, with offices around the world, our firm leads in investment banking, securities, and investment management. We believe diversity is our strength, and empowering individuals—both clients and employees—leads to lasting success.
🧩 Role Overview: Client Services and Onboarding Support Associate
Are you passionate about delivering world-class client experiences and solving complex financial challenges? The Client Services and Onboarding Support Associate role at Goldman Sachs in Dallas offers the opportunity to become a strategic contributor within our Operations division.
You’ll serve as a key point of contact, helping clients navigate financial processes, resolve issues, and receive tailored support. If you have a customer-first mindset, strong attention to detail, and enjoy working in a fast-paced financial environment, this opportunity is for you.
🔍 Key Responsibilities
As an Associate in Client Services and Onboarding Support, you’ll work collaboratively to ensure our clients receive efficient, proactive, and personalized service.
🎯 Your Core Duties Include:
- Acting as the main liaison between clients and the firm’s operational teams.
- Supporting client onboarding, data entry, KYC/AML checks, and account setup processes.
- Managing inquiries across accounts, portfolios, trades, and financial products.
- Coordinating with cross-functional teams to enhance the end-to-end client experience.
- Participating in strategic process improvements and driving operational efficiency.
- Supporting post-trade processing, reporting, and regulatory compliance.
- Maintaining high standards of data integrity and risk awareness.
- Navigating high-stakes environments and prioritizing effectively under pressure.
🧠 Preferred Skills and Qualifications
🎓 Basic Requirements:
- Bachelor’s degree from an accredited institution.
- 3–10 years of experience in a related field (financial services, operations, client service, etc.).
- Proficiency in MS Office (Excel, Word, Outlook, PowerPoint).
💡 Preferred Skill Set:
- Highly organized with a strong sense of follow-through.
- Capable of managing multiple complex projects under tight deadlines.
- Excellent written and verbal communication skills.
- Strong interpersonal skills and team-first attitude.
- Demonstrated ability to maintain discretion in handling sensitive financial data.
- Fast learner with the ability to adapt quickly in a high-performance environment.
- Interest in financial markets and a commitment to client excellence.
🏢 Division & Function Breakdown
Goldman Sachs’ Operations division is the powerhouse behind smooth transactions, effective risk management, and seamless client onboarding. You may be aligned with the following specialized teams depending on business needs:
🔧 Operations
- Backbone of trade settlements, product launches, compliance, and lifecycle management.
- Collaborates across the firm to support scalable technology and process improvements.
💼 Asset Management Operations
- Supports client onboarding and lifecycle services across traditional and alternative investments.
- Focuses on business intelligence, risk mitigation, and front-to-back support.
💎 Wealth Management Operations
- Provides tailored services to Ultra-High Net Worth, High Net Worth, and Mass Affluent clients.
- Manages trade support and regulatory compliance with white-glove service.
📊 FICC and Equities Operations
- Handles client onboarding, transaction services, and portfolio management.
- Engages in product innovation and client experience optimization.
💳 Corporate Treasury Operations
- Manages global payments, liquidity, and bank relationships.
- Plays a crucial role in firmwide cash management and reconciliation.
🛡️ Regulatory & Control Operations
- Ensures compliance with global regulatory frameworks, including tax reporting and client money regulations.
- Safeguards the integrity of the firm’s records.
💼 Career Growth & Development
At Goldman Sachs, career progression is intentional. You’ll receive structured training, be assigned mentors, and access tools that help you grow both technically and professionally. As part of our operations team, your work has a direct impact on client satisfaction and firm-wide success.
We encourage internal mobility, offer leadership development programs, and provide access to firmwide networks that nurture your career journey.
💸 Compensation & Benefits: Supporting You at Every Stage
Goldman Sachs is proud to offer a best-in-class benefits suite tailored to every stage of life. We don’t just invest in your work—we invest in your well-being.
🌱 Health & Wellness:
- Comprehensive medical, dental, and vision plans
- On-site health centers in select offices
- Mental health support and access to EAP services
- Ergonomic workplace support and global medical assistance
🏦 Financial Well-being:
- Competitive retirement plan with employer match
- Financial education and college tuition assistance
- Life insurance and income protection
🏖️ Time Off & Flexibility:
- Minimum 3 weeks expected vacation
- Paid holidays, parental leave, and personal days
- Transitional support for new parents
🏋️♂️ Lifestyle:
- Fitness reimbursements and on-site gym access
- Discounts on wellness programs and services
- Support for adoption, surrogacy, and fertility treatments
🌍 Commitment to Diversity, Equity & Inclusion
Goldman Sachs is an equal opportunity employer. We believe that diversity drives innovation and enhances our ability to deliver exceptional results.
We proudly provide reasonable accommodations throughout the recruitment process and ensure that individuals of all backgrounds are equally supported and valued.
Learn more about our values and workplace culture at Goldman Sachs Careers.
🚀 Why Join Goldman Sachs in Dallas?
- Be part of one of the world’s most prestigious financial institutions.
- Thrive in a collaborative, fast-paced, and intellectually stimulating environment.
- Work with industry leaders while gaining exposure to global financial markets.
- Access unmatched benefits, structured learning paths, and exciting career progression.
- Enjoy the vibrant, business-friendly city of Dallas, known for its booming economy and diverse lifestyle options.
📢 Ready to Elevate Your Career?
If you’re client-focused, detail-oriented, and ready to make an impact in the financial services industry, this Associate role at Goldman Sachs in Dallas might be the perfect fit for you.
👉 Apply Now on the Official Website
📩 Have questions or need accommodations? Contact us at: disabilityaccommodations@gs.com
📌 Job Summary Table (For Quick Reference)
| Category | Details |
| Job Title | Client Services & Onboarding Support – Associate |
| Location | Dallas, Texas, USA |
| Department | Operations |
| Job ID | 139644 |
| Posting Date | January 3, 2025 |
| Employment Type | Full-Time |
| Experience Required | 3–10 years |
| Education Required | Bachelor’s Degree |
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