Goldman Sachs · 1 month ago
Asset Management Operations-Chicago-Associate-Client Services - Operations
Chicago, Illinois, United States
Full-time
Onsite
Entry Level
$65K/yr - $120K/yr
3+ years expGoldman Sachs is one of the world’s leading investment managers, specializing in asset management and wealth management. The role involves specializing in the collection of Onboarding and Anti-Money Laundering (AML) / Know Your Customer (KYC) information of existing clients while working closely with clients and various operational partners.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Acting as the subject matter expert for multiple Sales channels to coordinate successful KYC refreshes of high profile and strategically important client relationships
End to end understanding of onboarding process including KYC, AML, Due Diligence, Distribution Agreements, Legal, Tax
Coordination of complex Onboarding/KYC reviews involving sensitive client relationships
Participate in regular meetings to maintain clarity around workflow, understand changes to regulations or expectations, and develop required reporting metrics
Developing a clear understanding of bespoke client requirements and offering guidance on what is operationally supportable
Ongoing review and maintenance of internal policies and procedures with a view to increasing automation, scalability, and outsourcing of tasks to external vendors with appropriate controls and cost efficiencies
Researching and identifying inefficiencies and driving enhancements
Ensuring regulatory and company compliance standards are met and changes successfully coordinated amongst appropriate teams
Provision of management/board reporting, and information for ad-hoc management requests
Qualification
Required
Ability to prioritize, meet deadlines and communicate to all levels of the organization, including sales and compliance
Client service mindset as the role requires interaction with clients
Acting as the subject matter expert for multiple Sales channels to coordinate successful KYC refreshes of high profile and strategically important client relationships
End to end understanding of onboarding process including KYC, AML, Due Diligence, Distribution Agreements, Legal, Tax
Coordination of complex Onboarding/KYC reviews involving sensitive client relationships
Participation in regular meetings to maintain clarity around workflow, understand changes to regulations or expectations, and develop required reporting metrics
Developing a clear understanding of bespoke client requirements and offering guidance on what is operationally supportable
Ongoing review and maintenance of internal policies and procedures with a view to increasing automation, scalability, and outsourcing of tasks to external vendors with appropriate controls and cost efficiencies
Researching and identifying inefficiencies and driving enhancements
Ensuring regulatory and company compliance standards are met and changes successfully coordinated amongst appropriate teams
Provision of management/board reporting, and information for ad-hoc management requests
Preferred
Bachelor's Degree
Knowledge of, and interest in, financial markets and products
Flexible and able to work well under pressure, managing high volumes while collaborating with a global team and producing quality results
Excellent written and verbal communication skills
Knowledge of KYC, AML, CRS, Due Diligence, Distribution Agreements preferred
A minimum of three years' working experience in financial industry or client facing role preferred
Understanding of the importance of ethical conduct and maintaining confidentiality in dealing with client data
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
BATimes Newspaper
2026-01-08
2026-01-08
Company data provided by crunchbase