At a Glance
- Tasks: Join our team as a Client Onboarding & Service Specialist, guiding clients through their investment journey.
- Company: Goldman Sachs is a leading global investment firm dedicated to client service and innovation.
- Benefits: Enjoy professional growth opportunities, wellness programs, and a diverse, inclusive workplace culture.
- Why this job: Be part of a fast-paced environment where your problem-solving skills will shine and make a real impact.
- Qualifications: A Bachelor's degree and 2 years in client service or onboarding roles are required.
- Other info: We value diversity and are committed to providing reasonable accommodations during the recruitment process.
The predicted salary is between 36000 - 60000 £ per year.
The European Shareholder Services team is a critical component of Goldman Sachs Asset Management (GSAM), dedicated to providing exceptional client service to investors in our offshore funds. We partner closely with the GSAM sales force to support the global distribution of our funds. Our mission is to deliver a world-class client experience, ensuring investors feel valued and supported from initial contact through their investment journey.
We are seeking a highly motivated and detail-oriented Client Onboarding & Service Specialist to join our dynamic team. In this role, you will be a strategic partner to Sales, playing a pivotal role in enabling client investment in our offshore mutual funds. You will serve as a key point of contact for clients, expertly guiding them through the account opening process and ensuring a seamless and positive initial investment experience. This requires strong collaboration with internal teams, including Compliance, Legal, and AML, to deliver efficient and exceptional service. This is a fast-paced, high-impact role that demands exceptional communication skills, meticulous attention to detail, and the ability to thrive under pressure. The successful candidate will be a proactive problem-solver with a passion for client service and a commitment to continuous improvement.
Key Responsibilities:
- Client Relationship Management: Act as a key point of contact for clients and the sales organization throughout the onboarding process, from initial engagement to the first investment. Proactively address client inquiries regarding fund details, account structures, and regulatory requirements, ensuring clarity and confidence.
- Onboarding Orchestration: Manage the end-to-end onboarding process for new investors, ensuring a smooth and efficient experience. This includes coordinating communication and workflow across multiple internal teams (Compliance, Legal, AML) to meet client expectations and deadlines.
- Process Management & Control: Maintain rigorous internal controls and quality checks to ensure accuracy and compliance with regulatory requirements. Provide timely updates to clients and internal stakeholders on the status of their accounts.
- Coordination with AML/KYC Compliance: Collaborate closely with the dedicated AML/KYC team to ensure thorough due diligence is conducted on all new clients, adhering to all relevant regulations and internal policies in a timely manner.
- Continuous Improvement: Identify opportunities to streamline and enhance onboarding processes, leveraging data analysis and problem-solving skills to recommend and implement solutions. Actively participate in projects to improve efficiency and client satisfaction.
- Communication & Collaboration: Communicate effectively with all levels of the organization, both verbally and in writing, to convey complex information clearly and concisely. Foster a collaborative team environment, sharing knowledge and supporting colleagues.
- Ownership & Accountability: Take ownership of assigned projects and tasks, demonstrating a proactive and results-oriented approach. Manage competing priorities effectively, ensuring deadlines are met and client expectations are exceeded.
Skills and Experience:
- Bachelor's degree required.
- Strong understanding of financial markets and investment products.
- Minimum of 2 years of experience in a client service or onboarding role.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly and persuasively.
- Proven ability to manage multiple priorities, work effectively under pressure, and meet deadlines.
- Strong analytical and problem-solving skills, with meticulous attention to detail.
- Familiarity with the structure of trading counterparties.
How You Will Succeed:
The ideal candidate will be a highly motivated and results-oriented individual with a passion for client service. You will possess strong communication and interpersonal skills, the ability to work effectively in a team environment, and a commitment to continuous improvement. You will thrive in a fast-paced environment where you are challenged to solve complex problems and deliver exceptional service.
Client Services - Operations employer: Goldman Sachs Bank AG
Contact Detail:
Goldman Sachs Bank AG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services - Operations
✨Tip Number 1
Familiarise yourself with the asset management industry and the specific services offered by Goldman Sachs. Understanding their offshore funds and client onboarding processes will help you speak confidently about how you can contribute to their mission.
✨Tip Number 2
Network with current or former employees of Goldman Sachs, especially those in client services or operations roles. They can provide valuable insights into the company culture and expectations, which can be beneficial during your interview.
✨Tip Number 3
Prepare to demonstrate your problem-solving skills through real-life examples. Think of situations where you've successfully managed client relationships or streamlined processes, as these experiences align closely with the responsibilities of the role.
✨Tip Number 4
Showcase your communication skills by practising how to explain complex financial concepts in simple terms. This is crucial for the role, as you'll need to convey information clearly to clients and internal teams alike.
We think you need these skills to ace Client Services - Operations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and onboarding roles. Emphasise your communication skills and any experience you have in financial markets or investment products.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client service and detail how your skills align with the responsibilities of the role. Mention specific examples of how you've successfully managed client relationships or improved processes in previous positions.
Highlight Problem-Solving Skills: Given the emphasis on problem-solving in this role, include examples in your application that demonstrate your analytical abilities and how you've tackled challenges in past roles, particularly in high-pressure situations.
Showcase Team Collaboration: Since the role requires collaboration with various internal teams, mention any experiences where you've worked effectively within a team. Highlight your ability to communicate complex information clearly and foster a collaborative environment.
How to prepare for a job interview at Goldman Sachs Bank AG
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Client Onboarding & Service Specialist. Familiarise yourself with the onboarding process, client relationship management, and the importance of collaboration with internal teams like Compliance and AML.
✨Showcase Your Communication Skills
Since this role requires exceptional communication skills, prepare to demonstrate your ability to convey complex information clearly. Practice articulating your thoughts on how you would handle client inquiries and ensure a seamless onboarding experience.
✨Highlight Problem-Solving Abilities
Be ready to discuss specific examples where you've successfully solved problems in a client service context. This will show your proactive approach and commitment to continuous improvement, which are key traits for this position.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to manage competing priorities and work under pressure. Think of past experiences where you had to juggle multiple tasks and how you ensured client expectations were met or exceeded.