Asset & Wealth Management Operations-Associate-Chicago-Client Onboarding and Outreach Specialis[...]
2 days ago
Asset & Wealth Management Operations - Associate - Chicago - Client Onboarding and Outreach Specialist
Location: Chicago, Illinois, United States
Opportunity Overview
Corporate Title: Associate
Office Location(s): Chicago
Job Function: Client Services - Operations
Division: Asset & Wealth Management
Asset and Wealth Management Division (AWM)
The AWM Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM), and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management, and banking expertise to consumers and institutions around the world.
GSAM
Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers, providing institutional and individual investors with investment and advisory solutions across various asset classes and geographies.
How You Will Fulfill Your Potential
- Act as the subject matter expert for multiple Sales channels to coordinate successful KYC refreshes of high profile and strategically important client relationships.
- Understand the end-to-end onboarding process including KYC, AML, Due Diligence, and more.
- Coordinate complex Onboarding/KYC reviews involving sensitive client relationships.
- Participate in regular meetings to maintain clarity around workflow and understand changes to regulations.
- Develop a clear understanding of bespoke client requirements and offer guidance on operational support.
- Review and maintain internal policies and procedures to increase automation and efficiency.
- Research inefficiencies and drive enhancements.
- Ensure regulatory and company compliance standards are met.
- Provide management reporting and information for ad-hoc management requests.
Preferred Qualifications
- Bachelor's Degree.
- Knowledge of financial markets and products.
- Ability to work under pressure and manage high volumes.
- Excellent written and verbal communication skills.
- Knowledge of KYC, AML, and Due Diligence preferred.
- A minimum of three years’ experience in the financial industry or client-facing role preferred.
- Understanding of ethical conduct and maintaining confidentiality in client data.
About Goldman Sachs
At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and communities grow. We are a leading global investment banking, securities, and investment management firm.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
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