Wealth Management Operations & Client Onboarding Analyst
Goldman Sachs, Inc.
Goldman Sachs, Inc. is seeking an Analyst in New York to oversee client accounts and manage investment guideline compliance. This role includes understanding regulatory requirements and coordinating with investment teams for due diligence. Ideal candidates will have a Bachelor's degree and 2-4 years of experience in financial services, with strong skills in Excel and compliance tools. Opportunities for professional growth and ongoing education are part of the firm’s culture. #J-18808-Ljbffr Goldman Sachs, Inc.
- ...Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Analyst New York, NY, United States Job Description JOB SUMMARY AND RESPONSBILITIES Holistic ownership and understanding of client accounts, trade life cycle and act as a single point of contact...Operations
- Goldman Sachs Group, Inc. is seeking an Analyst for their Asset & Wealth Management Operations in New York. The role involves managing client accounts and understanding investment guidelines while collaborating with various teams to improve processes and data quality. The...Operations
- Goldman Sachs Bank AG is looking for an Analyst to join their Asset & Wealth Management Operations team in New York. The role involves managing client accounts, ensuring compliance with investment guidelines, and liaising with various teams to improve operational efficiency...Operations
$115k - $135k
Quantinno Capital Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless operational relationships and high-quality investment account... ...and has 2+ years in private wealth management, with strong...OperationsWork at office$94k - $141k
Client Service Senior Analyst Apply (opens in new window) Job Req Id: 26961059 Location(s): Los Angeles... .... Responsibilities: Deliver wealth management services to Citi Private Bank clients... ...pricing inquiries) and collaborate with operational and middle office teams to ensure...OperationsFull timeWork at office$115k - $135k
Quantinno Capital Management, established in 2018 by alumni... ...and maintain strong operational relationships with a... ...dedicated group of Quantinno clients, serving as primary... ...with the account onboarding process, ensuring account... ...experience in private wealth management, preferably...OperationsWork at office- ...Goldman Sachs Bank AG is seeking a candidate for client onboarding in their Equity Operations team in New York. Responsibilities include coordinating the onboarding of new clients trading FICC cash and equity products, ensuring a smooth experience from start to finish...Operations
- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...
- ...People is in search for an experienced Client Onboarding Consultant for our client in NYC!... ...Responsibilities Support the direct team manager with all onboarding processes.... ...Compliance, Sanctions, Regulatory, Tax, and Operations. Skills and Competencies ~3-5...Operations
- ...Client Onboarding Analyst Location: Jersey City, NJ or Boston, MA (Partial Remote, 3 days onsite... ...end-to-end client onboarding process, managing multiple concurrent projects while... ...candidate brings strong securities lending operations experience, excellent communication...OperationsContract workWork at officeRemote work
- The Goldman Sachs Group is seeking a professional for a role in Equity Operations focused on client onboarding for FICC and Equity products. The ideal candidate will coordinate the onboarding process, ensuring timely and accurate client service while collaborating with...Operations
- Required Skills Strong understanding of fund accounting principles and asset servicing operations. Experience in client onboarding and financial data validation. Hands‑on experience querying enterprise databases such as Snowflake and Oracle. Strong SQL and data analysis...Operations
- ...Client Lifecycle Management Analyst Location: NYC - Onsite Duration: 6+ months Job description:... ...services preferably in a client-facing operations role Description: The Client Lifecycle... ...to the overall success of the Onboarding team ensuring by managing a specific...OperationsWork experience placement
- ...Reference Data Services Analyst - Client Onboarding - APAC Shift Apply (opens in new window) Job Req... ...client service levels Acts as backup for manager Provides direction and guidance to... ...-------------------Job Family Group: Operations - Services --------------------------...OperationsFull timeShift work
- Client Onboarding Analyst Apply (opens in new window) Job Req Id: 26958029 Location(s): Kyiv City, Ukraine... ...and documentation lodgment. Co-operates with internal partners to perform systems... ...for operational processes. Supports Manager with quality assurance process....OperationsFull time
$90k - $180k
About Us Wellington Management offers comprehensive investment... ...objectives of institutional clients in more than 60 countries,... ...the Role The Derivatives Onboarding Senior Analyst role within the Client Integration... ...in investment management operations and workflow processes;...OperationsRemote workFlexible hours1 day per week- ...services company is seeking a Business Analyst to play a critical role in... ...candidate will have strong experience in wealth management operations and expertise in gap analysis and requirements... ..., ensuring the preservation of client capabilities, and managing requirements...Operations
- ...Institutional Investor and Asset Manager ~Opportunity for... ...About Our Client This role is with... ...teams to ensure seamless onboarding and account management... ...successful Client Services Analyst should have: ~A... ...on client support or operations. ~Strong...OperationsHourly payTemporary workLocal area
- ...Reference Data Services Analyst - Client Onboarding - APAC Shift Apply (opens in new window) Job Req... ...client service levels Acts as backup for manager Provides direction and guidance to... ...-------------------Job Family Group: Operations - Services --------------------------...OperationsFull timeShift work
- ...transformation to modernize its wealth management ecosystem by integrating... ...technology replacement. The Business Analyst plays a critical role in ensuring existing advisor and client capabilities are preserved... ...in wealth management operations, complex account structures,...OperationsWork at office
$33.28k - $90k
...Job Description Client Relationship Analysts provide exceptional service to our... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...duties directed by local management ADMINISTRATIVE SUPPORT: Answering... ...communities in which we operate, bringing a variety of...Temporary workWork at officeLocal area- ...alternative investments, we provide clients around the world with a... ...pension plans, sovereign wealth funds, insurance companies, endowments... ...meet their financial goals Operations Operations is a dynamic,... ...sales and trading and asset management capabilities to clients around...OperationsFull timeTemporary workWork at office
$85k - $110k
Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own... ...across sales, investing, and our operating platform. The team oversees our progress...OperationsFull timeTemporary workPart timeWork experience placementWork at office$60k - $80k
A financial services firm in New York is seeking an Analyst/Associate for Centralized Business Services. This role involves onboarding and client service support, requiring an undergraduate degree and proficiency in MS Office applications. Excellent communication and organizational...$80k
...Client Engagement Analyst Two-Year Development Program with opportunity for third year | Commonfund... ...interested in institutional asset management and want to build deep expertise across... ...(15%) - RFP Project Management & Operations (50%) Business Development (50%) OR Relationship...OperationsWork at office$142k - $188k
...Senior Analyst: Client Rates Management Mayer Brown is an international law firm positioned to represent the world's major corporations, funds... ...be the person we are seeking to join our Revenue Cycle Operations department in our Chicago office. Responsibilities...OperationsContract workShift work$137.5k - $160k
...well as interaction with clients and external venues... ...Responsibilities • Support the operation and ongoing... ...Assist with incident management, root cause analysis,... ...clients • Support the onboarding of new clients to the... ...leading and truly global wealth manager and the...OperationsFull timeFlexible hours$115k - $125k
Neuberger in New York is seeking a Client Service Operations Manager to lead operational excellence within... ...Kaminsky, one of its largest Private Wealth Management teams. This role combines... ...high-quality support during onboarding and account maintenance. Candidates...Operations- ...business platforms including Client Services, Global Business Operations, Business Architecture,... ...of contributing to management of projects by setting standards... ..., and representing the onboarding team in cross‑functional... ...of employees (MDs to Analysts) Ability to work...OperationsFull timeRemote workFlexible hours
- ...efficient, effective solutions to improve the client experience Maintain thorough understanding of internal trust operations business processes, internal and external... ...adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and...Operations
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