Business Operations Specialist

4 weeks ago


London, Greater London, United Kingdom Goldman Sachs Group, Inc. Full time
Client Onboarding Specialist

Goldman Sachs Group, Inc. is seeking a highly motivated and detail-oriented Client Onboarding Specialist to join our Private Wealth Management team. As a key member of our Operations team, you will play a critical role in ensuring a seamless onboarding experience for our clients.

Key Responsibilities:
  • Collaborate with PWM business teams, Compliance, Legal, and other Operations groups to ensure a positive client experience during the onboarding process.
  • Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the onboarding process.
  • Ensure downstream systems correctly recognize approved clients, products, and services, including Cash products, Client Statement, and Performance reporting.
  • Review relevant client and Legal documentation, verify client signatures, and perform regulatory and risk-related exception processing.
  • Process and control analysis to ensure effective oversight and risk management, including adherence to and enforcement of Firmwide policy and relevant regulations.
  • Resolve issues through coordination with PWM business, PWM Compliance, PWM Legal, and other Operations teams.
  • Work with various teams, including the PWM business and Operations, on process improvement and strategic projects.
Requirements:
  • Bachelor's degree.
  • Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications.
  • Good understanding of the financial industry, including active interest in financial services and Operations.
  • Highly motivated with enthusiasm to learn the business and the clients we support.


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