Goldman Sachs · 5 months ago
Asset & Wealth Management, Partner Family Office Planning, Client Analyst - Dallas
Dallas, Texas, United States
Full-time
Onsite
New Grad, Entry LevelGoldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Client Analyst to support the Partner Family Office by managing client service operations and ensuring efficient advisory team processes.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Schedule and manage client and advisory team meetings, including travel, space management and expenses
Spearhead client onboarding and contracting, including resolving any questions or issues related to billing, invoicing or contracts
Support advisory teams deliver critical client service, including assistance through tax deadlines. This can include:
Managing and processing incoming client mail
Creating vouchers
Requesting checks
Downloading tax documents
Drafting responses
Prepopulating subscription documents
Populating appropriate tax forms
Communicating operational tasks with external tax firms
Mailing out responses and tax filing, etc
Managing task trackers (i.e. tax refund logs, mortgage, tax tracker, notices log, frequency report etc.)
Coordinate capital calls
Supporting mortgage requests and applications
Preparing consent forms
DocuSign requests
Database updates
Executing philanthropic giving processes, including charitable acknowledgment letters
Support data gathering asks, data management et al as required
Collaborate with internal teams to complete various client service and operational tasks, including issue resolutions
Ensure processes and procedures within the advisory team are effective, efficient and compliant with firmwide policies and procedures
Identify opportunities to enhance operational efficiency
Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security and compliance
Ad hoc issue resolution and management support as required
Qualification
Required
Bachelor's degree and / or demonstrated client service experience in a corporate environment
Proficiency in Word, Excel, Outlook and Powerpoint
Eager to work in a fast-paced environment; ability to think and execute clearly under time pressure
Extremely organized and detail-oriented
Excellent communications skills
Team orientation
Preferred
Familiarity with financial planning and tax documents is advantageous
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness
Personal finance offerings
Mindfulness programs
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Founded in 1869
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
2026-01-13
2026-01-12
Company data provided by crunchbase