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PWM Client Onboarding - Analyst

1 - 4 years

1 - 4 Lacs

Hyderabad / Secunderabad, Telangana, Telangana, India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

Kyc Ms Word Client Onboarding Financial Services

Work Mode

On-site

Job Type

Full Time

Job Description

HOW YOU WILL FULFILL YOUR POTENTIAL Assist in the onboarding process for new PWM clients, ensuring all required documentation is collected and verified. Review client documentation for completeness and accuracy, adhering to Firm policies and regulatory requirements (AML, Know Your Client - KYC). Collaborate with PWM Sales, Legal, Compliance, and other Operations teams to resolve onboarding issues and ensure seamless client experience. Maintain accurate client data in Firm systems, ensuring proper recognition of approved clients, products, and services. Support process improvement initiatives to enhance efficiency and reduce risk. Contribute to strategic projects within the PWM Operations team. Learn and apply your knowledge of financial services and operations to daily tasks. BASIC QUALIFICATIONS Bachelors degree in finance, Business, or a related field. Excellent communication skills, both written and verbal. Strong analytical and problem-solving abilities. Proficiency in MS Office (Word, Excel) and web-based applications. Basic understanding of the financial industry and a keen interest in learning more. Ability to work independently and as part of a team. Highly organized with excellent attention to detail and follow-through skills. Proactive and eager to learn with a strong work ethic. Ability to multi-task, prioritize work, and manage time effectively in a fast-paced environment.

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Goldman Sachs
Goldman Sachs
www.goldmansachs.com

Financial Services

New York

40,500 Employees

1521 Jobs

    Key People

  • David Solomon

    Chairman and CEO

  • John Waldron

    President and Chief Operating Officer

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