Jobs
>
Dallas

    Transaction Banking Operations: Client Onboarding- Associate- Dallas - Goldman Sachs

    Goldman Sachs
    Goldman Sachs Dallas, United States

    6 days ago

    Default job background
    Description

    TRANSACTION BANKING OPERATIONS

    Transaction Banking Operations is part of Transaction Banking within the Investment Banking Division, comprised of below primary functions:

  • We enable Sales by providing clients a differentiated experience through their pre-sales and go-live journey, through onboarding, implementation and testing, go live and early stage support
  • We provide best in class service to our clients post go live across all their business needs, including payments and transactions flows across our global payment rails
  • We support the build and development of new Treasury Products, Services and Partnerships, alongside Product, Risk and Engineering teams, by handling all Operational process, procedure and control development

    • TxB Operations is a growing sub-division, with regional presence in Singapore, Bengaluru, London, New York, Dallas and Tokyo. All our offices work closely together as a single global team. As this business expands we will look to increase our global footprint accordingly.

    YOUR IMPACT

    The Client Onboarding and Implementation team is seeking a seasoned and driven individual with experience and expertise working on complex client implementations in a commercial / transaction banking domain. This role provides the opportunity to create a world class client experience with direct contribution to the business' top line. You will work with clients across their front to back journey from participating in RFPs, to driving onboarding and associated due diligence and documentation, managing complex implementations and successful go-lives. You will be responsible for all owning and driving all aspects of onboarding and setup of clients across the TxB suite of products and services.

    HOW YOU WILL FULFILL YOUR POTENTIAL (RESPONSIBILITIES)

  • Hold with accountability for creating a differentiated client experience throughout the onboarding and due diligence stages – generating client documentation based on client type, scope, structure; entire KYC/CIP due diligence for client, contract negotiation and execution, product setup, client trainings, seamless go-live
  • Partner with, and enable Sales, by orchestrating across internal partners including Legal, Risk, Compliance to cater to clients of varying complexity, across jurisdictions and industries
  • Work closely QA and second line control teams to ensure correct application of policy across client onboarding, and also ensure change management
  • Work with onboarding processes on product change management and identify efficiencies to streamline steps, reducing overall go-live timeline for client
  • Unblock any issues and challenges that may arise for client or with internal deliverables; be creative with problem solving, collaborating across teams to deftly mitigate
  • Keen acumen on risk and controls, processes and procedures, to ensure we deliver value to our clients in a robust and compliant manner
  • Establish effective communication channels and governance, both with client as well as internal stakeholders, to ensure transparency on status, blockers, milestones – driving accountability and clarity across all parties
  • Work closely with servicing teams as the client goes live, through early stage support, ensuring a seamless transition for the client as they move from a pre-go-live to business as usual mode
  • Be a go-to person for leadership team for any matters related to the clients pre-go-live journey
  • Train, lead and develop team members enabling them to offer their best potential

    • QUALIFICATIONS REQUIRED

  • BA/BS degree
  • 3+ years of professional experience, 1+ years in a client facing role
  • Established expertise in KYC/CIP due diligence and expertise across US, UK, European policy
  • Familiarity with policy nuances for transaction banking clients is an added advantage
  • Solid project management skills, with innate ability to create organization and structure
  • Process oriented thinker, with the ability to simplify and streamline complex processes
  • Strong communication and interpersonal skills, who enjoys forging deep relationships with colleagues and clients
  • Thrives in a fast paced, dynamic environment, with a passion to learn at exponential pace
  • Experienced in building, training and scaling teams, leading by example
  • State Farm

    Attorney

    6 days ago

    State Farm Dallas, United States Full time

    Overview · We are not just offering a job but a meaningful career Come join our passionate team · As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inc ...

  • Dallas County Community College District

    Instructional Technology Assistant

    5 days ago

    Dallas County Community College District Dallas, United States

    All Job Postings will close at 12:01 a.m. CT on the specified Closing Date. To view the job posting closing date please return to the search for jobs page. · Weekly Work Hours · 40 · Compensation Range · N03-Hourly · Hourly Rate · $18.24 Hourly · FLSA · United States of America ( ...

  • Symbiotic Services

    Human Resources Support Receptionist

    5 days ago

    Symbiotic Services Dallas, United States

    JOB TITLE: HR Support Receptionist · DEPARTMENT: Human Resources · FLSA STATUS: Non-Exempt · REPORTS TO: People Operations Manager · SUMMARY: · Symbiotic Services is currently staffing for the position of HR Support Receptionist at one of our client sites. The selected candidate ...

  • Paladin Consulting

    Operations Alternatives Private KYC Analyst

    1 week ago

    Paladin Consulting Dallas, United States

    Paladin Consulting is currently hiring an Operations Alternatives Private KYC Analyst to join our team working onsite at our client's office located in Dallas, TX. · We work with companies that offer environments for our employees to contribute, learn, and advance their career. W ...

  • Equity Trust

    Operations Associate, ETCB

    1 week ago

    Equity Trust Dallas, United States

    * This position is based out of our Dallas, TX office but eligible for a hybrid remote schedule. · JOB OVERVIEW · The ETC Brokerage Operations Associate role provides institutional broker dealer operations support. This entails client onboarding, asset movement, trade settlement, ...

  • Quarterra

    HR Coordinator

    37 minutes ago

    Quarterra Dallas, United States

    Our Company: · Quarterra Group, Inc., a wholly-owned subsidiary of Lennar Corporation (NYSE:LEN and LEN.B) is a multi-strategy, real estate focused, alternative asset management company comprised of two rapidly growing verticals: Multifamily and Single-Family Rental. Launched in ...

  • Farther LLC

    Client Experience Associate

    1 week ago

    Farther LLC Dallas, United States

    Company Description · Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. · Farther's founders are leaders and innovators from the private wealth industry who possess a ...

  • Corient Private Wealth LLC

    Client Success Specialist

    1 week ago

    Corient Private Wealth LLC Dallas, United States

    Join a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the pe ...

  • Smart Business Concepts

    Client Service Associate

    1 week ago

    Smart Business Concepts Dallas, United States

    Our Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience. · Job Description and Duties: · Provide an excellent client experience for clients through ...

  • Dagen

    Human Resources Business Partner

    1 week ago

    Dagen Dallas, United States

    Equipment operator and distributor with over 25 locations is adding staff to the HR team. This team consists of 15 and is looking for qualified and strategic leaders. This position is on-site daily and does require 25% travel to visit leaders and employees at other locations. · J ...

  • A & Associates

    TX- Staffing Manager

    1 week ago

    A & Associates Dallas, United States

    STAFFING MANAGER (DALLAS, TX) · INTRODUCTION: · A & Associates is a reputable staffing agency with a proven track record in screening and recruiting as well as job placement and career development. With more than ten (10) offices throughout the United States, A & Associates is ...

  • Strive Workspaces

    Office Administrative Assistant

    6 days ago

    Strive Workspaces Dallas, United States

    As a Community Associate for Flex Workspace Solutions/ Strive Coworking you are responsible for the daily member experience by providing excellent customer service and fostering the FWS coworking culture. The Community Associate is responsible for assisting the Community Manager ...

  • Lockton, Inc.

    Content Strategist

    5 days ago

    Lockton, Inc. Dallas, United States

    Job Summary: Developing clear and engaging content that is consistent with the company's brand image and addresses both business goals and internal client needs. · Collaborate with internal teams to identify content opportunities, needs, goals, and target audience preferences. ...

  • SS&C Technologies

    Associate Director, Private Equity Accounting

    1 week ago

    SS&C Technologies Dallas, United States

    Associate Director, Private Equity Accounting · Location: Dallas, TX · Get To Know The Team: · Associate Directors on the Private Markets Accounting team manage and lead teams in monitoring client deliverables while developing and executing strategic plans for continued business ...

  • Texas Capital Bancshares, Inc.

    Client Service Associate

    1 week ago

    Texas Capital Bancshares, Inc. Dallas, United States

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. · While ...

  • PeopleReady

    Customer Relationship Representative

    5 days ago

    PeopleReady Dallas, United States

    The CRR - AEC is responsible for providing support to the Associate Engagement Centers. By assisting with daily operations, this position advocates for the customer and associate experience. This position assists new associates with the employment process and assesses candidate s ...

  • State Farm Mutual Automobile Insurance Company

    Attorney

    5 days ago

    State Farm Mutual Automobile Insurance Company Dallas, TX, United States

    · Attorney · US-TX-Dallas · Job ID: · Type: Regular Full Time · # of Openings: 6 · Category: Legal, Compliance, and Risk Management · Dallas, TX · Overview · We are not just offering a job but a meaningful career Come join our passionate team · As a Fortune 50 company, we hire ...

  • Radley Staffing, LLC.

    Associate Account Executive

    2 days ago

    Radley Staffing, LLC. Dallas, United States

    Job Title: Associate Account Executive · Manager: Operations Manager · Compensation: Base Salary, Uncapped Commissions, Cell Phone, Surface Pro, Car Allowance, Reimbursed Tolls · Benefits: Full Medical, Vision, Dental, Life, STD, LTD, Flex Day & PTO + PTO on your birthday · Compe ...

  • Third Bridge

    Sales Associate

    1 week ago

    Third Bridge Dallas, United States

    Job Description · The Sales Associate is a great opportunity to build a foundation in a client-facing commercial role, develop business acumen, deepen the understanding of the sales process, and develop lead generation skills within a Sales organization. Although primary responsi ...

  • Symbiotic Corp.

    Human Resources Support Receptionist

    1 week ago

    Symbiotic Corp. Dallas, United States

    Job Description · JOB TITLE: HR Support Receptionist · DEPARTMENT: Human Resources · FLSA STATUS: Non-Exempt · REPORTS TO: People Operations Manager · SUMMARY: · Symbiotic Services is currently staffing for the position of HR Support Receptionist at one of our client sites. ...