[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Goldman Sachs Group jobs](https://jobs.opennash.com/companies/goldman-sachs-group/) · [Search jobs](/search/) Goldman Sachs Group · Dallas, United States # Asset & Wealth Management – Dallas - Senior Associate, Client Onboarding & Configuration - 10273048 Dallas, United States Senior individual contributor Executive & Management Listed on Goldman Sachs Group’s official careers site. Listed as of October 18, 2026. Check that it is still open and apply there. [Apply on Goldman Sachs Group’s careers site →](https://higher.gs.com/roles/184819) [OpenNash Jobs](https://jobs.opennash.com/) / [Goldman Sachs Group](https://jobs.opennash.com/companies/goldman-sachs-group/) / Asset & Wealth Management – Dallas - Senior Associate, Client Onboarding & Configuration - 10273048 ## Job description ### Job Duties Senior Associate, Client Onboarding & Configuration with Goldman Sachs & Co. LLC in Dallas, Texas. Establish new accounts through understanding different client account structures and documentation requirements. 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. Work closely with personal wealth management advisor teams to ensure all client documents are correct and sent to the client in a timely manner. Request products (options, margin, checking, debit cards, etc.) for the respective client accounts. Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statements, and Performance reporting. Resolve issues through coordination with Compliance, Legal, and Anti Money Laundering teams. Work on improvements to account opening workflow and process. ### Job Requirements Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Economics, Business Administration or a related quantitative field such as Industrial Engineering and two (2) years of experience in job offered or a related role. Prior employment must include two (2) years of experience with: Microsoft Excel, including working with macros, pivot tables, VLOOKUP, and IF/AND formulas; improving processes and enhancing procedures by identifying control and exposure points within their workflow and where errors may occur in the process; re-evaluating opportunity and return on investment in changing environments; working with Risk Management, Operations Risk Framework, Key Risk Indicators, and Risk and Control Self-Assessments; and project management tools including JIRA and Confluence. ©The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law. ## At a glance - Posted by the employer: Not stated - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 7 days - Location: Dallas, United States[Apply on Goldman Sachs Group’s careers site →](https://higher.gs.com/roles/184819) ## More jobs at Goldman Sachs Group ### [Asset & Wealth Management - Platform Management - Deal Manager - Analyst / Associate - Dallas](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/0b925733fce71924c30b/) Dallas, United States ### [Asset & Wealth Management - Platform Management - Fund Manager - Analyst/Associate -Dallas](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/f4f8279943b1beda8ea8/) Dallas, United States ### [Asset & Wealth Management, Goldman Sachs Ayco, Workplace Solutions, Relationship Management, Analyst, Dallas, TX](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/2640a0bd2d425467e2d0/) Dallas, United States ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President - Dallas](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/b463b08591b8d542d899/) Dallas, United States ### [Asset & Wealth Management, Urban Investing Group, Real Estate Associate - Dallas](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/b5797f8f864b823eb8d9/) Dallas, United States ## Similar jobs at other companies ### [Wealth Management, Institutional Investment Solutions Multi-Asset Portfolio Manager, US Wealth Management](https://jobs.opennash.com/companies/jpmorganchase/jobs/5a9e636a87e192cde6ee/) JPMorganChase · New York, NY, United States ### [J.P. 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