Client Services Representative

7 days ago


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

At Goldman Sachs, we are seeking a highly skilled and motivated Client Services Representative to join our world-class service team. As a Client Services Representative, you will play a critical role in 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 Registered Investment Advisors, including handling requests for investment products and services.
  • Adhere to compliance and risk procedures, ensuring detailed attention to disclosure policies.
  • Creatively and conveniently solve member problems in an expedient manner, driving customer experience to high levels of satisfaction.
  • Perform comprehensive account and service functions accurately and efficiently, contributing to departmental and corporate goals.
Requirements
  • Bachelor's degree preferred.
  • FINRA Series 7 License required, with consideration for sponsoring 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 Goldman Sachs' products and services.
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.



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