Global Banking & Markets Public, Goldman Sachs Select – Banking and Lending Onboarding Specialist, Analyst, Salt Lake City

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    "ExternalDescriptionStr": "<p><span><strong>Goldman Sachs Select (“GS Select”)</strong></span></p>\n<p><span>The GS Select Onboarding Specialist is a critical, client-facing role within the firm’s growing third-party wealth platform, supporting the onboarding of new lending and deposit products, including securities-based loans, refinances, and savings accounts. This role is central to delivering a seamless, efficient, and well-controlled onboarding experience for advisors and partner firms, while serving as a trusted point of contact throughout the onboarding lifecycle.</span></p>\n<p><span><strong>Role Overview</strong></span></p>\n<p><span>As an Onboarding Specialist, you will be an integral member of the GS Select team, responsible for executing key steps across the end-to-end onboarding lifecycle. This includes application initiation, term sheet coordination, and ongoing management of loans, refinances, amendments, and deposit account set up.</span></p>\n<p><span>In addition to strong operational execution, this role requires frequent, high-touch interaction with advisors and partner firms, providing guidance on onboarding requirements, managing expectations, and ensuring clear communication throughout the process. You will play a key role in driving application progress and delivering a consistent, high-quality client experience.</span></p>\n<p><span>The role is highly execution-focused and team-oriented, requiring strong attention to detail, the ability to manage high-volume workflows, and close collaboration with teammates and cross-functional partners. You will be responsible for&nbsp;ensuring onboarding activities are completed accurately, efficiently, and in alignment with risk and compliance standards, while maintaining a strong focus on advisor experience.</span></p>\n<p><span><strong>Core Responsibilities</strong></span></p>\n<ul>\n <li><span>Support clients through the onboarding of new securities-based loans and set up of GS Select savings accounts, ensuring timely and accurate processing across workflows.</span></li>\n <li><span>Manage a high-volume onboarding pipeline, tracking application status, driving timely progression, and proactively identifying and escalating delays or risks.</span></li>\n <li><span>Prepare, review, and validate client documentation and data inputs, ensuring completeness, accuracy, and adherence to operational controls and compliance requirements.</span></li>\n <li><span>Partner closely with Regional Banking Directors (RBDs) as well as Service and Operations teams to ensure coordinated execution and consistent advisor and client experience.</span></li>\n <li><span>Serve as a key point of contact to provide clear guidance on onboarding requirements, product processes, and platform best practices.&nbsp;</span></li>\n <li><span>Identify opportunities to streamline onboarding workflows, improve scalability, and enhance both advisor and client experience.</span></li>\n</ul>\n<p><span><strong>Requirements &amp; Qualifications</strong></span></p>\n<p><span><strong>Experience:&nbsp;</strong>1–3 years of experience in financial services, operations, or client servicing roles; exposure to lending products, deposit accounts, or onboarding workflows preferred.</span></p>\n<ul>\n <li><span>Strong ability to operate in a team-based, client-centric environment with shared goals.</span></li>\n <li><span>Strong ability to manage multiple concurrent workflows in a fast-paced, deadline-driven environment with a high degree of accuracy and ownership.</span></li>\n <li><span>Proficiency in Excel and operational systems; ability to quickly learn and navigate new platforms and tools.</span></li>\n <li><span>Clear and effective written and verbal communication skills, with the ability to simplify complex processes for internal and external stakeholders.</span></li>\n <li><span>High degree of precision when handling client data and documentation, with a strong understanding of risk and control principles.</span></li>\n</ul>",
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