Client Services Representative

3 days ago

Dallas, Texas, United States Goldman Sachs Full time
About This Role

We are seeking a highly skilled Client Services Representative to join our team at Goldman Sachs. As a key member of our service team, you will be responsible for providing exceptional service to our Registered Investment Advisors, ensuring that their needs are met and exceeded.

Responsibilities
  • Provide value-added service and support to our clients, including responding to inquiries and resolving issues in a timely and professional manner.
  • Adhere to compliance and risk procedures, ensuring that all interactions with clients are conducted in accordance with regulatory requirements.
  • Creatively and conveniently solve client problems, providing innovative solutions that meet their needs.
  • Perform comprehensive account and service functions, ensuring accuracy and efficiency in all client interactions.
  • Handle requests from advisors for investment products and services, providing expert guidance and support.
  • Provide direction to new advisors, responding to their needs, inquiries, and requests in a timely and professional manner.
  • Excel in explaining complex information in a clear and concise manner, ensuring that clients understand our products and services.
  • Drive customer experience to high levels of satisfaction, adhering to our customer-first principles.
  • Contribute to departmental and corporate goals, working collaboratively with colleagues to achieve shared objectives.
Requirements
  • Bachelor's degree preferred.
  • FINRA Series 7 License required; may consider sponsoring for qualified candidates.
  • Minimum of 2 years client service experience, preferably in financial services, retail brokerage, or at an investment advisory firm.
  • Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and educate clients/prospects on our products and services.
  • Strong multi-tasking, time management, and organizational skills.
  • Robust problem-solving skills.
  • Excellent relationship management and communication skills in both verbal and written formats.
  • Strong technical skills, including word processing, spreadsheet capabilities, and the ability to support our clients as they utilize our web-based products.
  • Salesforce experience preferred.
  • Team player with demonstrated initiative/leadership through participation in job-related groups or committees.
About Goldman Sachs

At Goldman Sachs, we are committed to fostering and advancing diversity and inclusion in our own workplace and beyond. We believe that who you are makes you better at what you do, and we are dedicated to creating a culture that values and supports the unique perspectives and experiences of our employees.

We are an equal employment/affirmative action employer, committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

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