Goldman Sachs · 1 month ago
Global Banking & Markets Operations - Dallas - Associate - Client Services
Dallas, TX
Full-time
Onsite
Entry Level
2+ years expGoldman Sachs is a leading global financial services firm providing investment banking, securities and investment management services. They are seeking an Associate to join their RIA Custody Client Services team, where the role involves being the dedicated relationship manager for multiple clients and ensuring their overall satisfaction through outstanding service and problem solving.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Primary contact for incoming and outgoing calls from/to Advisors and end Clients
Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services
Ability to communicate complex information or ideas both verbally and in written form in a clear, concise, and professional manner to achieve client objectives
Strong attention to detail and the ability to work well in difficult situations
Collaborate effectively across other teams within the business to build relationships for a better understanding of other functions within the business
Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes
Develop clear and concise procedures to enhance operational efficiency and overall phenomenal client experience
Assist in project work, as needed
Log advisor feedback via complaints (Salesforce), firm feedback tracker, etc., and escalate to management for project prioritization
Qualification
Required
Bachelor's degree
Minimum of 2 years' client service experience, preferably in financial services, retail brokerage or at an investment advisory firm
Series 7 & 63
Proven relationship management experience that has driven business growth
Maintains a high degree of creativity and independence in projects and problem solving
Ability to establish and maintain effective working relationships with all levels of management, employees, and clients
Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem-solving skills
Technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products
Preferred
2+ years of relationship or account management experience preferred
CRM or salesforce experience preferred
Benefits
Healthcare & Medical Insurance
Holiday & Vacation Policies
Financial Wellness & Retirement
Health Services
Fitness
Child Care & Family Care
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