Asset & Wealth Management - Dallas - Senior Associate, Client Onboarding & Configuration - 10273048

Job Duties: Senior Associate, Client Onboarding & Configuration with Goldman Sachs & Co. LLC in Dallas, Texas. Establish new accounts through understanding different client account structures and documentation requirements. Exercise due diligence reviews, ensuring compliance with the Firm’s Client Identification Program, SEC Books and Records, Know your Customer Rules, FINCen Customer Due Diligence, and other FINRA and regulatory obligations. Work closely with personal wealth management advisor teams to ensure all client documents are correct and sent to the client in a timely manner. Request products (options, margin, checking, debit cards, etc.) for the respective client accounts. Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statements, and Performance reporting.Resolve issues through coordination with Compliance, Legal, and Anti Money Laundering teams. Work on improvements to account opening workflow and process. Job Requirements:Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Economics, Business Administration or a related quantitative field such as Industrial Engineering and two (2) years of experience in job offered or a related role. Prior employment must include two (2) years of experience with: Microsoft Excel, including working with macros, pivot tables, VLOOKUP, and IF/AND formulas; improving processes and enhancing procedures by identifying control and exposure points within their workflow and where errors may occur in the process; re-evaluating opportunity and return on investment in changing environments; working with Risk Management, Operations Risk Framework, Key Risk Indicators, and Risk and Control Self-Assessments; and project management tools including JIRA and Confluence. We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. #J-18808-Ljbffr Goldman Sachs