Global Banking & Markets Operations-Dallas-Associate-RIA Custody Client Services
Goldman Sachs · Dallas, TX · 1 mo ago
OTHRFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. The posting includes: Job Description (intro), YOUR IMPACT, OUR IMPACT, How You Will Fulfill Your Potential, Responsibilites (typo), Required Skills And Experience, About Goldman Sachs. Also includes some generic statements about benefits? Not specific benefits, pay, schedule. So we should not create Benefits, Pay, Schedule sections because no specific content. We can have sections: About the role (maybe combine intro and YOUR IMPACT etc). Responsibilities (list). Requirements (maybe combine Required Skills And Experience and education). Qualifications? Could be similar. Skills? Could list technical skills. But we must avoid thin sections. Better to have a few substantive sections: About the role (intro + impact), Responsibilities (list), Requirements (education + experience + skills). Possibly also a section for "About Goldman Sachs" but that's more about company; could be included under About the role or separate. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose which to include. We should not repeat job title as heading. We should not include Job ID etc. We should remove boilerplate like EEO, disability statement, etc. Also remove navigation, cookie, legal, duplicated lines.
We need to preserve ALL substantive information. So we need to keep the content about role, responsibilities, required skills, experience, etc. Also the description of Goldman Sachs (mission, history) maybe considered substantive but could be part of About the role or separate. We'll include an "About Goldman Sachs" paragraph maybe under About the role or separate heading "About Goldman Sachs". But the allowed headings list does not include "About Goldman Sachs". However we can still use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but to be safe we could include About Goldman Sachs as a paragraph under About the role or as a separate
.
List items as given.
Now Requirements list: combine education, experience, skills.
We need to avoid duplication: technical skills line appears twice; we keep one.
List:
- Bachelor’s degree required.
- 2 -
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. The posting includes: Job Description (intro), YOUR IMPACT, OUR IMPACT, How You Will Fulfill Your Potential, Responsibilites (typo), Required Skills And Experience, About Goldman Sachs. Also includes some generic statements about benefits? Not specific benefits, pay, schedule. So we should not create Benefits, Pay, Schedule sections because no specific content. We can have sections: About the role (maybe combine intro and YOUR IMPACT etc). Responsibilities (list). Requirements (maybe combine Required Skills And Experience and education). Qualifications? Could be similar. Skills? Could list technical skills. But we must avoid thin sections. Better to have a few substantive sections: About the role (intro + impact), Responsibilities (list), Requirements (education + experience + skills). Possibly also a section for "About Goldman Sachs" but that's more about company; could be included under About the role or separate. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose which to include. We should not repeat job title as heading. We should not include Job ID etc. We should remove boilerplate like EEO, disability statement, etc. Also remove navigation, cookie, legal, duplicated lines.
We need to preserve ALL substantive information. So we need to keep the content about role, responsibilities, required skills, experience, etc. Also the description of Goldman Sachs (mission, history) maybe considered substantive but could be part of About the role or separate. We'll include an "About Goldman Sachs" paragraph maybe under About the role or separate heading "About Goldman Sachs". But the allowed headings list does not include "About Goldman Sachs". However we can still use for any section heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive list. Probably we should stick to those headings. So we can have About the role (includes intro and impact), Responsibilities, Requirements (includes education, experience, skills). Possibly also Qualifications (maybe same as Requirements). To avoid thin sections, we can combine.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract substantive content:
Intro: "At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Operations is a dynamic, multi-faceted space 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."
YOUR IMPACT: "Goldman Sachs is seeking an RIA Custody Client Services Representative to join our world-class service team. The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment."
OUR IMPACT: "Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base."
How You Will Fulfill Your Potential: "We’re looking for an Associate to be part of our best-in-class Service Team within the Goldman Sachs Advisor Solutions business line. As part of this role, you will be responsible to assist and deliver shared service for multiple business-to-business clients. You will ensure the overall satisfaction of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department."
Responsibilites (list): bullet points:
- Act as the primary or secondary point of contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drive asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform.
- Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
- Keep open communication with client regarding events, key issues, or new product/feature releases that could impact the standing of the relationship.
- Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth.
- Serve as an internal champion for clients.
- Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
- Create reporting that provides leadership transparency into segments of client firms or regional performance and goals.
- Host quarterly reviews with clients to share user activity and product trends along with a detailed level statistics to report to the client.
- Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with our platform/services/processes.
Required Skills And Experience:
- Bachelor’s degree required.
- 2 - 5 years in financial services with an emphasis in providing an excellent client experience.
- Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and ability to educate clients/prospects on Goldman’s products and services.
- Ability to find success in a dynamic, deadline driven, and detailed compliance environment.
- Excellent relationship management and communication skills in both verbal and written formats.
- Strong technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
- Salesforce experience preferred.
- Team player with demonstrated initiative/leadership through participation in job related groups or committees.
- Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem-solving skills
- Technical skills including word processing, spreadsheet, Salesforce capabilities and the ability to support our clients as they utilize our web-based products. (duplicate)
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 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."
We need to remove EEO/equal-opportunity boilerplate, disability statement, etc. So we should strip the last sentences about equal opportunity and disability statement. Also remove "Learn more about our culture, benefits, and people at GS.com/careers." maybe keep? It's not boilerplate but maybe okay. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The equal opportunity line is boilerplate; we should remove it. The disability statement link also boilerplate; remove. The "Learn more about our culture, benefits, and people at GS.com/careers." maybe not boilerplate but could be considered a link; but it's not application instruction. Might keep? Safer to keep as it's substantive about culture. However it's a link; but not prohibited. We'll keep it.
We also need to remove duplicated lines: there is duplicate technical skills line; we should keep only one.
Now craft HTML.
We'll have:
About the role
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive list. Probably we should stick to those headings. So we can have About the role (includes intro and impact), Responsibilities, Requirements (includes education, experience, skills). Possibly also Qualifications (maybe same as Requirements). To avoid thin sections, we can combine.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract substantive content:
Intro: "At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it’s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Operations is a dynamic, multi-faceted space 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."
YOUR IMPACT: "Goldman Sachs is seeking an RIA Custody Client Services Representative to join our world-class service team. The knowledge you’ll gain about our resources, financial markets, and investing concepts will enable you to enhance your skills and pursue a dynamic career path within the firm. You will encounter challenging work experiences within a team environment focused on providing service excellence. Join a dynamic team of professionals in a structured and fast paced environment."
OUR IMPACT: "Registered Investment Advisor (RIA) Custody is a new and growing area of the firm that provides a powerful platform for RIAs to perform diversified investing and portfolio management with significant customization. We are a dynamic, entrepreneurial team with a passion for building digital capabilities for our rapidly growing client base."
How You Will Fulfill Your Potential: "We’re looking for an Associate to be part of our best-in-class Service Team within the Goldman Sachs Advisor Solutions business line. As part of this role, you will be responsible to assist and deliver shared service for multiple business-to-business clients. You will ensure the overall satisfaction of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships with various members of the advisory firms. You will help drive service strategy across the department."
Responsibilites (list): bullet points:
- Act as the primary or secondary point of contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft personalized solutions that drive asset growth and retention through the Goldman Sachs Advisor Solutions (GSAS) platform.
- Demonstrate strong industry and operational expertise over assigned business segment, such as investment and banking products and services.
- Keep open communication with client regarding events, key issues, or new product/feature releases that could impact the standing of the relationship.
- Collaborate effectively in cross-functional activities associated with onboarding new clients, delivering against client objectives to ensure satisfaction, and support new products and services that will strategically drive business growth.
- Serve as an internal champion for clients.
- Demonstrate the ability to understand internal risk with external needs while remaining an advocate of the voice of the client, resulting in win-win outcomes.
- Create reporting that provides leadership transparency into segments of client firms or regional performance and goals.
- Host quarterly reviews with clients to share user activity and product trends along with a detailed level statistics to report to the client.
- Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with our platform/services/processes.
Required Skills And Experience:
- Bachelor’s degree required.
- 2 - 5 years in financial services with an emphasis in providing an excellent client experience.
- Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and ability to educate clients/prospects on Goldman’s products and services.
- Ability to find success in a dynamic, deadline driven, and detailed compliance environment.
- Excellent relationship management and communication skills in both verbal and written formats.
- Strong technical skills including word processing, spreadsheet capabilities and the ability to support our clients as they utilize our web-based products.
- Salesforce experience preferred.
- Team player with demonstrated initiative/leadership through participation in job related groups or committees.
- Ability to take the initiative and prioritize tasks, good time management, problem prevention and problem-solving skills
- Technical skills including word processing, spreadsheet, Salesforce capabilities and the ability to support our clients as they utilize our web-based products. (duplicate)
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 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."
We need to remove EEO/equal-opportunity boilerplate, disability statement, etc. So we should strip the last sentences about equal opportunity and disability statement. Also remove "Learn more about our culture, benefits, and people at GS.com/careers." maybe keep? It's not boilerplate but maybe okay. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The equal opportunity line is boilerplate; we should remove it. The disability statement link also boilerplate; remove. The "Learn more about our culture, benefits, and people at GS.com/careers." maybe not boilerplate but could be considered a link; but it's not application instruction. Might keep? Safer to keep as it's substantive about culture. However it's a link; but not prohibited. We'll keep it.
We also need to remove duplicated lines: there is duplicate technical skills line; we should keep only one.
Now craft HTML.
We'll have:
About the role
... combine intro, YOUR IMPACT, OUR IMPACT, How You Will Fulfill Your Potential maybe.
Responsibilities
- ... ...
Requirements
- ... ...