• Operations - CIMD Operations - Private Wealth Management Ops - Client Data - Analyst - Bengaluru

    Location(s) IN-Bengaluru
    Job ID
    2019-58859
    Schedule Type
    Full Time
    Level
    Analyst
    Function(s)
    Operations
    Region
    India
    Division
    Operations
    Business Unit
    PWM Ops Client Data
    Employment Type
    Employee
  • MORE ABOUT THIS JOB

    OPERATIONS

     

    Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.

     

     

    OUR IMPACT

     

    Client Implementation is a highly regulated team that focuses on account document, data integrity, risk management and regulatory requirements. Client Implementation is responsible for capturing all necessary information for regulatory and firm policies and perform due diligence on all new accounts. Client Onboarding works closely with PWM teams, PWM Compliance, PWM Legal, and other Operations groups to ensure a positive client experience during the onboarding process. 

     

     

    YOUR IMPACT

     

    We are looking for a professional who wants to use their skills and experience to help deliver on operations agenda while challenging themselves to further their career at Goldman Sachs.

    RESPONSIBILITIES AND QUALIFICATIONS

    JOB SUMMARY AND RESPONSIBILITIES

    • Understand the different client account structures and documentation required to establish new accounts
    • Be vigilant in due diligence reviews of new client screening for AML & Know Your Client requirements
    • Work closely with PWM 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 PWM client accounts
    • Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statement and Performance reporting
    • Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal and Anti Money Laundering
    • Work on improvements to account opening workflow and process


    BASIC QUALIFICATIONS

    • Bachelor’s degree
    • Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
    • Exceptional organization skills 
    • Experience managing client expectations
    • Excellent communication and presentation skills

     

    PREFERRED QUALIFICATIONS

    • Ability to multi-task and prioritize accordingly
    • Good judgment and strong problem resolution skills

    ABOUT GOLDMAN SACHS

    ABOUT GOLDMAN SACHS

    At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

    We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

    We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html



    © The Goldman Sachs Group, Inc., 2020. All rights reserved.
    Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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