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职位Goldman Sachs

Global Banking & Markets, RIA Custody Sales, Transition Specialist, Associate - Dallas

Goldman Sachs

Global Banking & Markets, RIA Custody Sales, Transition Specialist, Associate - Dallas

Goldman Sachs

Dallas, Texas, United States

·

On-site

·

Full-time

·

1w ago

Transition Specialists are responsible for the data quality, analysis and execution in support of onboarding firms onto the Goldman Sachs Custody Solutions (“GSCS”) platform. The Transition Specialist facilitates the training and support of client data for account opening, metrics, tracking, and reconciliation for firms that during the transition phase.

Additional responsibilities include: leveraging project management tools to provide reporting to internal stakeholders, collaborating with team members to perform time sensitive tasks to reach project timelines and objectives, platform training, handling client data to prepare client data packages, proficient with operational policies and procedures to align best practices when demonstrating the platform to best utilize functionality and platform capabilities, and working closely with project management teams to support firms in transition. A Transition Specialist also works closely with various resources around the organization to provide solutions for client requests in order to consistently meet client and project timelines. The role will require an average of 10-20% travel per year to support advisory firms in transition, along with flexible work hours to accommodate project commitments and/or timelines:

  • 1-2 years industry experience in financial services preferred
  • 1-2 years in a client servicing / systems training role preferred
  • Strong written and verbal communication skills
  • Strong analytical, organizational, and time management skills
  • Ability to learn and train on new concepts and/or technical system functions quickly
  • Bachelor’s degree in business administration or a related field

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., 2023. 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, veterans status, disability, or any other characteristic protected by applicable law.

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关于Goldman Sachs

Goldman Sachs

The Goldman Sachs Group, Inc. is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in the Battery Park City neighborhood of Manhattan in New York City, with regional offices in many international financial centers.

45,000+

员工数

Lower Manhattan

总部位置

$80B

企业估值

评价

2.9

2条评价

工作生活平衡

2.5

薪酬

3.0

企业文化

2.0

职业发展

4.0

管理层

2.5

45%

推荐给朋友

优点

Amazing career growth opportunities

Chill management at some locations

Work-life balance valued in certain roles

缺点

Toxic workplace culture

Codependent atmosphere

Confusing interview process

薪资范围

20,304个数据点

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analyst

6,923份报告

$112,993

年薪总额

基本工资

$97,759

股票

-

奖金

$15,234

$77,583

$166,892

面试经验

4次面试

难度

3.5

/ 5

时长

21-35周

体验

正面 0%

中性 75%

负面 25%

面试流程

1

Application Review

2

HR Screen/HireVue

3

Recruiter Screen

4

Superday/Panel Interview

5

Final Decision

常见问题

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study