Asset & Wealth Management - Salt Lake City - Senior Associate, Client Services - Operations - 10171556
Goldman Sachs
Job Duties: Senior Associate, Client Services - Operations with Goldman Sachs & Co. LLC in Salt Lake City, Utah. Holistic ownership and understanding of client accounts from a Goldman Sachs Asset & Wealth Management Operations perspective by coordinating client issues across all operations teams supporting Retail Separately Managed Accounts. Act as a point of contact for Asset & Wealth Management Operations. Assess existing processes and provide functional inputs to improve workflows to support business scale, while ensuring progress on ongoing project deliverables. Ensure accounting data accuracy and provide oversight in order to create controlled environment for investment management process. Support the team of Portfolio Administrators in ensuring integrity of internal books and records. Coordinate and track tasks across a multi-disciplined team (e.g. Engineering, Portfolio Management, Business Intelligence) to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity. Provide timely trading desk support inclusive of cash management, position levels and other ad-hoc queries as well as ongoing business initiatives. Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact. Engage with cross functional teams to drive and push tactical and strategic solutions. Review account level metrics (i.e. reconciling items on cash/position/tax lot reconciliations, corporate actions, failing trades and standard/non-standard exception management) as defined by operating standards and research, escalate, remediate exceptions as appropriate. Provide effective thought leadership in navigating day-to-day Operational support concerns and supporting broad initiatives of New System/Workflow rollouts and/or New Investment Product Launches. Scalability analysis of workflow cost drivers and trends to help drive process improvements and efficiency, budgeting and cost allocation to various revenue producing desks using automation tools and engineering builds.Job Requirements: Master’s degree (U.S. or foreign equivalent) in Business Administration, Management Information Systems, Finance, Business Analytics or a related field and one (1) year of experience in job offered or a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Business Administration, Management Information Systems, Finance, Business Analytics or a related field and three (3) year of experience in job offered or a related role. Prior work experience must include one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) with each of the following: extracting client investment data and running financial analysis across multiple systems, applying appropriate analytical methods to identify key drivers, validate results, and maintain financial ledger accuracy; managing time‑sensitive projects with consistent delivery quality, track requirements, document progress, and ensure adherence to established deliverable timelines; identifying and implementing work automation opportunities using low code platforms (such as Alteryx, Tableau, SQL etc.) to reduce manual processes and mitigate operational risk; identify and evaluate opportunities to improve efficiency and streamline operational workflows, and building ETL (Extract, Transform, Load) data flows to ingest data into data visualization tools (Excel, Tableau etc.); utilize MS Office tools, including Outlook, to effectively communicate and manage Portfolio Management/Sales queries; ensure execution of supervisory controls and accurate completion of Close‑of‑Day processes, conducting detailed reviews of workflows completion, reconciliation outputs, and risk‑based scenarios to maintain process integrity; and triaging live portfolio administration and trade support scenarios ensuring accurate and timely middle‑office processing.The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.Posting Date: 2026-07-30
- ...premier financial services company with ~$100B in assets operating through 8... ...the Bank’s 500+ client managers and 200+ wealth advisors have vigorous... ...Management Senior Business... ...partners in the Salt Lake City, UT, OR Houston... ...the program and associated projects, and presents...SeniorAssetWork experience placementLocal areaFlexible hours
- ...problems for our clients. We are a leading... ...global financial services firm providing investment... ...and investment management services to a... ...and communities.Operations individuals are... ...Banking & Markets, Asset & Wealth Management,... ...ability to influence senior business stakeholders...OperationsAssetWork experience placement
$73.72k - $164.57k
...high-profile clients understand, analyze... ...seeking a Senior Associate to join our State... ...Local Tax (SALT) practice. Responsibilities... ...and years of service, KPMG provides... ...ranges by city outside of CA:... ..., effectively manage stress and... ...business operations and company reputation...OperationsSeniorAssetLocal area- ...Your Practice.As a Wealth Management Advisor, you... ...high-net-worth clients. You will:Partner... ..., TIAA Products/Services Acumen, Wealth Due... ...by world-class asset management. But... ...challenges. We equip our associates with future-... ...: Salt Lake City, UT, USAType: Full...AssetFull timeWork at officeFlexible hours
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- ...ImpactAt Goldman Sachs, our Operations professionals don’t just manage processes - we make... ..., securities, and asset management services to clients around the world. For... ..., New York, Dallas, Salt Lake City and Sao Paulo with... ...communicate metrics to senior leadershipSkills we are...OperationsAssetFull timeTemporary workPart time
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...Job Description Location: Salt Lake City, Utah Position Title: MGR... ...13 Reports To: District Manager Salary: $90,000 - 100,00... ...hungry, humble and smart associates who are looking to join and... ...tactics cross-departmentally (operations, culinary, nutrition) to ensure...OperationsSeniorLocal areaRemote workFlexible hours$150k - $350k
...purpose-driven, client-focused team... ...industry in aligning wealth, passion, and... ...30 billion in assets under... ...to expand to Salt Lake City. Here’s where... ...development and operations teams.... ...implements and manages the wealth management... ...Leads a local service team with deep...OperationsAssetFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours- Job Duties: Senior Associate, Billing - Invoicing... ...Sachs & Co. LLC in Salt Lake City, Utah. Support... ...institutional clients. Ensure the accurate... ...discrepancies, managing queries related... ..., Sales, Client Services, and Technology.... ...to improve operational efficiency and reporting...Senior
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- ...compliance risk management program. As an independent... ...for a role in Salt lake City. This is one of... ...Banking, Asset Management Private... ...Public, Private Wealth Management, and Global... ...certain Firm and client transactions and... ...experience in financial services preferredPossess...Asset
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- ...Field Service Technician | Salt Lake City, UT Join a global leader in... ...continue to provide its clients with outstanding 2... ...of our technical operations team, ensuring the... ...standards. Asset Management: Maintain and care... ...license. Associate or Bachelor's degree...OperationsAssetTemporary workWorldwide
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...support business operations. They enable the... ...PwC will focus on managing and optimising cloud... ...and services to enable seamless... ...availability for clients. You will be responsible... ...Management- cost asset management and optimization... ...MO-St. Louis; UT-Salt Lake City; TX-San Antonio;...OperationsSeniorAssetFull timeH1b- YOUR IMPACTTax Operations leaders are critical... ...firm and its clients. As a Vice President... ...& Markets, Asset & Wealth Management, and Platform Solutions... ...to analysts and associates, including... ...effectively with senior business,... ...range of financial services to a substantial...OperationsAssetWork experience placement
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...Senior Therapeutic Area Specialist, Oncology-Salt Lake City/Boise Working with Us... ...are usually associated with a job. But... ...competitive benefits, services and programs... ...in account management skill sets,... ..., and clients. This enables... ...requires the operation of a Company-...OperationsSeniorFull timePrivate practiceWork at office- ...processes to monitor, assess, and manage the risk of expected and... ...Treasury, Controllers, Operations, Global Markets, Investment Banking, Consumer and Wealth Management and Asset Management Divisions, as well... ...and ideas to help our clients, shareholders and the communities...OperationsAsset
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...providing superior customer service. See's is a leader in the... ...team and ensuring the smooth operation of our See's Candies retail shop... ...reports to the Shop Manager and collaborates closely with... ...handling, protection of company assets, and banking. Ensure compliance...OperationsAssetHourly payLocal areaShift work$144.21k - $344.2k
...helping high-profile clients understand,... ...seeking a Senior Manager to join our State... ...and Local Tax (SALT) practice. Responsibilities... ...tax compliance services to partnerships for Asset Management... ...ranges by city outside of CA:... ...safeguard business operations and company...OperationsSeniorAssetLocal area- ...Engineer based at the Salt lake City, UT corrugated box... ...box plant leadership/management positions in Production... ...projects focusing on asset health and overall improved... ...facility, and plant operations.Attend and... ...improve the delivery of service to our customers.Strive...OperationsAssetRotational programFull timeWork experience placementInternshipAfternoon shift
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- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...SeniorAssetFlexible hours
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