Job Duties: Associate, Client Onboarding & Configuration with Goldman Sachs & Co. LLC in Salt Lake City, Utah. (Multiple positions available). Review account documentation and approve accounts for a broad range of legal entity types, including: Individual & Joint Accounts, Traditional, Roth, Rollover, and Inherited IRAs, Trusts and Estates, Corporations, Partnerships, and LLCs, and Offshore Accounts. Conduct suitability and risk assessments for accounts requesting: Margin privileges, covered and uncovered options trading, and complex investment strategies such as covered/uncovered option advisory strategies, structured product strategies. Exercise due diligence reviews, ensuring compliance with the Firm’s Client Identification Program, SEC Books and Records, Know your Customer Rules, FINCen Customer Due Diligence, and other FINRA and regulatory obligations. Collaborate with compliance, legal, sales teams, and other operations teams on exception handling, escalations, and improvements to account onboarding workflow and process. Provide support to client-facing advisors by clarifying documentation requirements and regulatory interpretations.
Job Requirements: Master’s degree (U.S. or foreign equivalent) in Finance, Accounting, Business Analytics, Economics, or related field and one (1) year of experience in the job offered or in a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Business Analytics, Economics, or related field and three (3) years of experience in the job offered or in a related role. Prior employment must include one (1) year of experience (with a Master’s degree) OR three (3) years of experience (with a Bachelor’s degree) with: FINRA, SEC, FINCen, and supervisory rules applicable to new and existing client accounts; legal structures of different types of entities including trusts, estates, limited liability companies, partnerships, and corporations; reviewing complex documentation and identifying discrepancies or missing data; assessing risk factors and determining the appropriate course of action for non-standard or high-risk accounts; effectively communicating with advisors, branch managers, compliance officers, and back-office teams; account onboarding platforms, workflow queues, and exception management systems; and evaluating risk associated with margin and options privileges, including approvals tied to client experience and financials. Licenses Required: FINRA SIE, 4, 7, 9, & 10.
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