Client Onboarding Manager

1 month ago


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

Estimated Salary: $95,000 - $140,000 per year.

About This Role

This position is a unique opportunity to join our dynamic Operations team and contribute to the success of our Client Onboarding function. As an Analyst/Associate, you will work closely with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure a positive client experience during the onboarding process.

Responsibilities
  • 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.

The ideal candidate will have a strong understanding of the financial industry, including active interest in financial services and Operations. A Bachelor's degree and knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications are also required.



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