Deloitte US

As a Banking operations Contractor, you will serve as the frontline ambassador for our digital-forward custody platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth.

Key Responsibilities

• Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.

• Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.

• Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."

• Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.

• Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.

• Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.

• Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.

Required Skills and Experience

• Education: Bachelor’s degree required.
• Experience: 1–3 years in financial services, with a proven track record in high-touch client service or fast-paced operational environments.
• Exceptional ability to translate complex financial concepts into clear, professional, and concise verbal and written communication.
• Strong knowledge of Salesforce (preferred), Microsoft Office Suite (Excel/Word), and the ability to troubleshoot our custodial products for clients.
• High attention to detail with the ability to remain calm and effective in a deadline-driven, high-call-volume, and strictly regulated compliance environment.
• Demonstrated skill in building rapport quickly, identifying latent client needs, and educating advisors on Goldman Sachs’ suite of services.
• A self-motivated team player who shows initiative through participation in firm-wide groups and thrives in an autonomous yet collaborative setting.

The expected pay range for this contract assignment is $ 22 - $25 per hour.  The exact pay rate    will vary based on skills, experience, and location and will be determined by the third-party whose employees provide services to Deloitte.   

Candidates interested in applying for this opportunity must be geographically based in the United States and must be legally authorized to work in the United States without the need for employer sponsorship.

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. 

Deloitte is not the employer for this role.  

This work is contracted through a third-party whose employees provide services to Deloitte. 

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