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

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.

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

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