Operations - Private Wealth Management Operations - Client Management - Process Coordinator - Dallas

Location(s) US-TX-Dallas
Job ID
Schedule Type
Full Time
Process Coordinator
Business Unit
PWM Ops Client Service & Comms
Employment Type



Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services 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 new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.


Our Impact
We are currently seeking motivated individuals to join our new and expanding Consumer & Investment Management Division (CIMD) Operations Process Coordinator team. CIMD works with a diverse range of institutional and individual clients to achieve investment goals and financial well-being.

Your Impact
The Process Coordinator is a new role which will support multiple CIMD Operations functions to deliver a superior client experience and fulfill a variety of essential business processes.

Our people are our greatest asset in achieving everything we undertake. Choosing a career at Goldman Sachs means you will be able to showcase and hone your professional skillset, quality of work and be part of a collaborative team environment. You will have the opportunity to learn about a range of financial products and be part of a best-in-class operating environment.


A Day in the Life
• Work cooperatively and professionally to provide excellent service to our clients and internal stakeholders
• Resolve service issues and client questions related to a number of business workflows
• Ensure downstream systems correctly recognize approved products and services
• Support a variety of account maintenance functions
• Ensure the accurate distribution of sensitive materials
• Monitor your workflow for potential risk and escalate issues appropriately
• Maintain an awareness of and act in accordance with team goals and Firm policies

Basic Qualifications
• High School Diploma or GED
• Prior work experience in a business process-oriented role
• Proven organizational skills and attention to detail

Preferred Qualifications
• Associate’s Degree
• Proven ability to handle high-volume of requests accurately and efficiently
• Collaborative and team-oriented approach to work
• Ability to establish, cultivate and leverage internal relationships
• Professional and effective communication style (written and verbal)
• Prior experience with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook) and workflow software
• Ability to recognize issues that require escalation and partner with the appropriate stakeholders to find a resolution
• Ability to identify operational risks and their impacts related to a specific task or procedure



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

© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity