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. Requires: 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 Job Code: 9427930.
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