Goldman Sachs · 1 week ago
Asset Management Operations-Chicago-Analyst-Client Services - Operations
Goldman Sachs is a leading global investment banking, securities, and investment management firm. The Client Onboarding Analyst in US Shareholder Services will be responsible for ensuring compliance with client onboarding requirements, maintaining documentation, and providing high-quality service to clients while collaborating across various internal teams.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Serve as the primary point of contact for internal and external clients with respect to client onboarding & AML initiatives; including answering account documentation inquiries, acting as the service stakeholder for policy/procedure related discussions, and establish client accounts on firm systems
Verify that all documentation received from the client comply with regulatory and compliance standards, as well as firm-wide AML guidelines
Maintaining workflow procedures and onboarding documentation
Communicate and work closely with client-facing Service and Sales teams to provide high quality service to our Institutional and Intermediary Partners
Work on special projects as necessary (e.g. automation related projects, new business lines)
Partner with Management and other Service Representatives to build long term successful and scalable service models
Cultivate a service environment targeted towards enhancing the client onboarding experience
Analyzing and problem solving, both independently and with the team
Monitor and escalate onboarding issues to ensure a high-quality response to clients
Qualification
Required
Extremely detailed oriented
Strong leadership, communication and teamwork skills
Highly analytical with the ability to creatively provide solutions
Ability to deliver superior client service to internal and external clients
Can multitask and work well under pressure and in a fast-paced environment
Strong time management and organizational skills
Proficient PC skills, including MS Word, Excel, Power Point, and Access
Bachelor's degree required
Preferred
1-3 years of experience in a financial industry, service environment
Series 7 and Series 63 (suggested, but not required)
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.
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
Recent News
2026-01-09
2026-01-09
Company data provided by crunchbase