Client Operations & Onboarding Analyst - Family Office
Goldman Sachs, Inc.
The Goldman Sachs Partner Family Office in Dallas is seeking a Client Analyst to support advisory teams by organizing client meetings, onboarding clients, and handling tax and billing tasks with high accuracy and a strong team focus. As an integral part of PFO Planning client advisory teams, you will contribute to efficient client service delivery, manage DocuSign requests, and coordinate key operational tasks while maintaining strict compliance with firm policies. #J-18808-Ljbffr Goldman Sachs, Inc.
- ...The Goldman Sachs Partner Family Office provides curated and customized... ...and their families. Client Analysts are integral parts of PFO Planning... ...aspects of client service operations, from organizing advisory... .... Spearhead client onboarding and contracting, including...Work at office
- ...financial services firm in Dallas is looking for an Operations Associate to assist in client onboarding and operational processes. The role involves maintaining... ...have a Bachelor’s degree, proficiency in Microsoft Office, and a strong desire to advance in the financial...Work at office
- The Goldman Sachs Partner Family Office seeks a Client Analyst to support advisory teams with client service operations, onboarding, billing, contracts, and tax deadlines. You will organize meetings, process DocuSign requests, manage communications, and coordinate with...Work at office
- Purpose Assists in the onboarding of new client relationships, working with the... ...the regulatory onboarding operations teams in the US and escalate... ...regulatory requirements, and Bank Office processes; Follow and... ...help support your unique family, financial, physical, mental...Work at officeLocal areaFlexible hours
- Senior Analyst, U.S. Client Onboarding Requisition ID: 265484 Salary Range: - Please... ...regulatory requirements, and Bank Office processes. What You’ll... ...to time. Must be able to operate effectively within a... ...designed to support your unique family, financial, physical, mental...Work at officeLocal areaFlexible hours
$96k - $106k
...We're hiring a Revenue Operations Analyst to help Take Command operate... ...! ~ We have two beautiful offices in Richardson, Texas (City Line... ...We recognize that pets are family too - and supporting life outside... ...system and improve our clients' wellbeing and health outcomes...Work at officeImmediate startWork from homeFlexible hoursDay shift- ...Syndicated Loan Agency Operations Analyst Paladin Consulting is currently hiring a Syndicated... ...join our team working onsite at our client's office located in Dallas, TX. We work with companies... ...We treat you like you are part of the family. Job Title: Syndicated Loan Agency...Work at officeContract workBank staffCurrently hiring
$63k
...Goldman Sachs Loan Operations Analyst Intern Specialisterne's Neurodiversity... ...are both fully in-office Hours: Monday-Friday, 8:3... ..., including internal teams, clients & their custodians, and other... ...committed to providing inclusive onboarding experiences and supporting new...Work at officeHourly payFull timeContract workInternshipLocal areaMonday to Friday- About the program Our New Analyst Program is a full-time... ...About the division Operations is at the core of... ...capabilities to all our clients. We work to protect the... ...on employee level and office location. We promote time... ...for employees and family members facing critical...Work at officeFull time
$65.9k - $82.4k
PX Operations Analyst People Experience 2026-53000 Dallas, TX Overview About... ...ecosystem-from the central office to the classroom to the home... ...educators, students, and families. Team Overview Our People Experience... ...Provide backup support for onboarding and offboarding processes by...Work at officeTemporary workFlexible hours- TRANSACTION BANKING OPERATIONS Transaction Banking Operations... ...solutions to meet our clients' complex treasury... ...and go-live journey, onboarding, implementation and... ...Dallas and Tokyo. All our offices work closely together... ...for employees and family members facing critical...Work at officeFull timeContract workTemporary work
- Matter Family Office is seeking an experienced Senior Accountant to own client relationships and oversee day-to-day financial operations for a portfolio of client families. You will review statements, manage payables and payroll, and mentor junior staff while coordinating...Work at office
- Alvarez & Marsal in Dallas, TX seeks a Director to enhance Private Client Services, working with high net worth families and domestic/international clients. Lead accounting processes, implement controls, manage engagements and mentor junior staff. You will partner with...Work at office
$211.72k
...takes good care of you and your family. Our employees are the... ...regions of the U.S. We offer in office, hybrid or remote working environments... ...work options. As a Client Service Leader (CSL), you will... ...employees plan, design, build and operate as diverse as the needs of our...Work at officeWork experience placementFor subcontractorH1bRemote workFlexible hours- ...Description Job Description Operations & Client Service Associate About... ...person when they visit the office. • Greet clients and... ...direction of the advisor. • Onboard new clients — preparing account... ...information, personal histories, and family dynamics. Discretion is non-...Work at office
- ...Job Description Novatech is a Managed Office Provider, offering a comprehensive portfolio... ..., we have a great opportunity for a Client Onboarding Associate. In this role, we are... ...maintain equipment and accessories to optimum operating condition within Novatech and...Work at office
- ...Job Purpose The Operations Analyst’s responsibility is to identify issues with workflow, accuracy... ...efficient and effective manner. Ensuring client communications are occurring at... ...Technical Skills: Proficient in Microsoft Office, prior experience with Smart Advocate or...Work at office
- ...providers deliver the highest quality of care. As an Operations Analyst, you will support and lead specific business and client initiative with a heavy focus on operational... ...description Proficiency in all other Microsoft Office applications Other Competencies/Qualifications:...Work at officeRemote work
$21.63 per hour
...Job Title: AWM – Operations – Ayco Strategic – Analyst Location: Irving , TX Contract Duration: 6 Months (with... ...plays a critical role in supporting client services and ensuring strong risk management... ...fields. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word,...Work at officeHourly payContract work- ...fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull,... ...are changing how the securities industry operates by reinventing the status quo, which was... ...technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York,...Work at officeFull timeWork from home
- ...analytical and detail-oriented Senior Legal Operations Analyst to support the firm’s strategic... ...maintain, and track budgets for complex client matters, ensuring matter investment is... ...one day work from home and 4 days in the office each week. Excellent compensation, benefits...Work at officeContract workWork from homeShift work
- ...hands-on experience analyzing business operations, evaluating service and warranty processes... .... Proficiency in Microsoft Office applications, particularly Excel. Experience... ...great plans that help you and your family to live happier, healthier and more secure...Work at officeInternship
$65k
Our client's Networks group offers best-in-class technology... ..., and improve operational processes through innovative... ...a Senior KYC / Onboarding Lead to work with a leading... ...for a Junior Analyst supporting onboarding... ...Proficient in Microsoft Office; strong Excel skills preferred...Work at officePermanent employmentContract work- Generational Group in Richardson, TX is expanding its Planning & Operations team and seeks a Senior Associate to support paraplanning-adjacent tasks and family-office operations. The role interfaces daily with clients and external professionals, helping coordinate documents,...Work at office
$67k - $159.92k
## Manager, Client Accounting Services - Family OfficeApplylocations: USA TX Frisco: USA PA Philadelphia:... ...is accountable for the accounting operations of their clients’ company, to include... ...efficient and streamlined in and between offices and in and between audit and tax...Work at officeLocal areaWorldwide- ...Client Operations Coordinator Come join our team! This position is part time - approximately... ...proficiency in Adobe Acrobat Pro and Microsoft Office applications, including Outlook, Excel,... ...holidays ~ Paid parental leave and family?supportive benefits ~401(k) with...Work at officePart timeLocal area
- ...Company Overview LP Analyst is a leading... ...edge solutions for our clients. For our analyst team,... ...and chief investment officers. If you are a high... ...of Private Equity Data Operations Analysts to support a... ...Analyst? Comprehensive onboarding and training programs,...Work at officeFull timeWork experience placementCasual workInternship
- Overview The Junior People Operations Analyst provides essential administrative and operational... ...accurate employee records, supporting onboarding and benefits administration, ensuring... ...proficiency and familiarity with Microsoft Office programs, such as Outlook, Word, Excel...Work at office
- ...innovation, we design, build, and operate some of the most advanced data... ...Program FacOps Analyst I The FacOps Analyst I supports... ...~ Proficiency with Microsoft Office Suite ~ Experience with, or... ...Genetic Information & Testing, Family & Medical Leave, protected veteran...Work at officeImmediate startWorldwideFlexible hours
- ...to provide exceptional operational support and risk management... ...operational tasks and client experience by facilitating the onboarding of the client... ...individuals, as well as family offices, foundations and endowments... ...Job Category Senior Analyst Locations Dallas, TX...
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