Client Facilitation Onboarding Analyst (Capital Markets)
Reference 250001AQ
Responsibilities
Work as one single point of contact for the client and internal stakeholders across all functions of the role.
Facilitate and coordinate the customer and internal account on-boarding & off-boarding processes ensuring efficient workflow and rigorous follow-up with various departments including AML, Tax, Credit/Risk, Legal, E-Solutions and operational setup in North America and globally.
Analyze and determine account documentation required based upon counterparty type and products traded as well as approving adequacy of account documentation and financial information received from prospective customers
Create and maintain customer information, documents and product / limit requests in various databases/systems.
Contribute to firm-wide projects related to integration, new systems, data remediation, and new regulations
Effectively communicate with senior stakeholders to enhance workflow production and build strong relationships with both the client and Front Office
Help the front office bring in new business swiftly and accurately, finding custom solutions to clients needs
Participate in committees and meetings as required related to clients, on-boarding coordination, new activities, products, and exchanges.
Learn a variety of systems, hone expertise, and provide demos to other departments
Required
Profile required
SKILLS AND QUALIFICATIONS:
Technical Skills:
Advanced Microsoft Excel and PowerPoint Skills
Experience creating charts, graphs, and slides
Knowledge of legal documentation related to account opening
Strong analytical, comprehension and information retention skills, absorbing and applying complex concepts
Strong sense of partnership with internal and external teams to establish and maintain trustful and reciprocal working relationships.
Clear, courteous, and professional communication, that enables decision making and actions.
Qualifications:
Experience managing tasks and projects while tracking many moving parts, recognizing when to escalate potential issues
Experience working in a dynamic, deadline-focused environment
Ability to partner with all infrastructure teams (Tax, Compliance, Legal, Operations) and business lines
Inquisitive nature and ability to spot potential issues, using judgement to assure all issues and concerned are managed properly
Proactive, risk and control focused
Committed to the team and the teams success, willing to help teammates and stay late when needed
Familiarity with KYC
Familiarity with compliance regulations
Familiarity with Legal, Credit and Risk onboarding processes
Polished public speaking/presentation skills
Experience Needed:
4+ years in the financial industry with experience in client facing roles
Comfort in public speaking/presentations/Multi-Tasking
Client on-boarding or client services, sales/trading and/or trading floor experience a plus
Educational Requirements:
Bachelors Degree or experience in financial industry
Business insight
Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.
OUR CULTURE:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)
D&I:
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
Our Diversity & Inclusion Vision:
Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
Engage our community and marketplace, and position the organization to meet the needs of all its clients
For more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/societe-generale-about/diversity-and-inclusion/)
HYBRID WORK ENVIRONMENT:
Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols. Hybrid work arrangements vary based on business area. The applicable business lines will determine and communicate the work arrangements that best meet their business needs.
COMPENSATION:
Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.
Diversity and Inclusion
Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.
Apply Now
Responsibilities
Work as one single point of contact for the client and internal stakeholders across all functions of the role.
Facilitate and coordinate the customer and internal account on-boarding & off-boarding processes ensuring efficient workflow and rigorous follow-up with various departments including AML, Tax, Credit/Risk, Legal, E-Solutions and operational setup in North America and globally.
Analyze and determine account documentation required based upon counterparty type and products traded as well as approving adequacy of account documentation and financial information received from prospective customers
Create and maintain customer information, documents and product / limit requests in various databases/systems.
Contribute to firm-wide projects related to integration, new systems, data remediation, and new regulations
Effectively communicate with senior stakeholders to enhance workflow production and build strong relationships with both the client and Front Office
Help the front office bring in new business swiftly and accurately, finding custom solutions to clients needs
Participate in committees and meetings as required related to clients, on-boarding coordination, new activities, products, and exchanges.
Learn a variety of systems, hone expertise, and provide demos to other departments
Required
Profile required
SKILLS AND QUALIFICATIONS:
Technical Skills:
Advanced Microsoft Excel and PowerPoint Skills
Experience creating charts, graphs, and slides
Knowledge of legal documentation related to account opening
Strong analytical, comprehension and information retention skills, absorbing and applying complex concepts
Strong sense of partnership with internal and external teams to establish and maintain trustful and reciprocal working relationships.
Clear, courteous, and professional communication, that enables decision making and actions.
Qualifications:
Experience managing tasks and projects while tracking many moving parts, recognizing when to escalate potential issues
Experience working in a dynamic, deadline-focused environment
Ability to partner with all infrastructure teams (Tax, Compliance, Legal, Operations) and business lines
Inquisitive nature and ability to spot potential issues, using judgement to assure all issues and concerned are managed properly
Proactive, risk and control focused
Committed to the team and the teams success, willing to help teammates and stay late when needed
Familiarity with KYC
Familiarity with compliance regulations
Familiarity with Legal, Credit and Risk onboarding processes
Polished public speaking/presentation skills
Experience Needed:
4+ years in the financial industry with experience in client facing roles
Comfort in public speaking/presentations/Multi-Tasking
Client on-boarding or client services, sales/trading and/or trading floor experience a plus
Educational Requirements:
Bachelors Degree or experience in financial industry
Business insight
Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.
OUR CULTURE:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)
D&I:
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
Our Diversity & Inclusion Vision:
Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
Engage our community and marketplace, and position the organization to meet the needs of all its clients
For more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/societe-generale-about/diversity-and-inclusion/)
HYBRID WORK ENVIRONMENT:
Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols. Hybrid work arrangements vary based on business area. The applicable business lines will determine and communicate the work arrangements that best meet their business needs.
COMPENSATION:
Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.
Diversity and Inclusion
Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.
Apply Now