Wealth Management Salt Lake City Associate Trade Processing

Salt Lake City, UT, US, United States

Job Description

Operations - Private Wealth Management - Private Banking Operations -Associate - SLC

YOUR IMPACT



Are you looking to apply your strong customer service skills and strengthen relationships with senior business leaders in an impactful way? The Private Wealth Management (PWM) Private Banking Operations team is seeking a professional who can collaborate with the PWM business, legal, compliance, vendors, and other operations teams to perform critical control functions in a rapidly growing business while delivering an excellent client experience.



OUR IMPACT



Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities 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 trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.



The Private Banking Operations team is a high-paced risk management and client service team. The team is responsible for inside and outside the firm banking inquires, daily vendor settlements, balance and break reconciliations, account enrollment, vendor management, and fraud monitoring for all banking products (i.e. debit cards, checking, ACH, Bill Pay, etc.) in support of the PWM client account base.



HOW YOU WILL FULFILL YOUR POTENTIAL


Gain a comprehensive understanding of the Private Banking organization by developing a deeper understanding of banking products and growing your network across operations, technology, compliance, legal, and the business Refine your client service skills by partnering with PWM PWAs and WMPS to assist clients in account enrollment, product inquires, and ongoing service of banking products Become involved with innovative fraud strategy development to protect client and firm assets from the ever growing fraud landscape Showcase strong control and risk management skills by ensuring we stay in compliance with industry regulations and firm policies Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business

SKILLS AND EXPERIENCE FOR WHICH WE'RE LOOKING

BASIC QUALIFICATIONS

Bachelor's degree, with 3+ years of prior experience working in financial services as a plus Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks Ability to develop and nurture relationships with senior business leaders within a cross divisional team Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment

We Offer Best-In-Class Benefits


Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.


Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.


Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.


Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.


Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).


Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.


Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.



Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Salt Lake City
JOB FUNCTION
Trade Processing
DIVISION
Asset & Wealth Management

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Job Detail

  • Job Id
    JD6271166
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Salt Lake City, UT, US, United States
  • Education
    Not mentioned