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Asset & Wealth Management Operations-Chicago-Analyst-Client Onboarding

Goldman Sachs

Goldman Sachs

IT, Accounting & Finance, Operations
Chicago, IL, USA
Posted on Thursday, June 6, 2024

Job Description

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.


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 Separately Managed Accounts (SMAs) 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 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 (GS) Asset Management delivers innovative investment solutions through a global, multiproduct platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GS Asset Management is one of the pre-eminent investment management organizations globally. Critical to our success is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Within GS Asset Management, the Shareholder Services group is a global sales-aligned service organization that provides high quality service and solutions to clients. Through their client service model, Shareholder Services enables distribution of GS Asset Management 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 Shareholder Services by ensuring all investment requirements are met and making the client experience as streamlined as possible.


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


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


  • 1-3 years of experience in a financial industry, service environment
  • Series 7 and Series 63 (suggested, but not required)

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