Operational Client Relationship Manager - Banking operations processing - New York, New York, United States
Responsibilities
The Operational Client Relationship Management team (OCRM) team is a cross product and cross-functional pre and post-trade client relationship management team, whose main purpose is to build and develop relationships with a select number of Tier-1 clients and to work with senior internal partners to develop and improve operational services. The individual should be a self-starter possessing the ability to think critically and use creativity to solve complex problems, redesign workflows creating measured commercial impact.
Take responsibility for SGs client escalations and requests
Organization and delivery of formal client interactions to capture client expectations and NPS (or equivalent) attended from time to time by senior firm leadership
Promotion of SG digital tools to clients
Contribution to value- or function- chain specific working groups to inform internal audience of client feedback, action points, incidents as well as infrastructure and strategic plans
Provision of updates to senior firm leaders and business partners on pertinent client topics
Developing and diversify client contact network
Definition and implementation of action plans following client escalations or client interactions to stimulate development and improvement of processes and functions
Empowering and nurturing relationships with GBSU teams to adopt a client centric approach
Record keeping of OCRM services maintained in a timely fashion
Organization of added-value or advisory events and services to ensure SG group expertise is leveraged to the benefit of clients, (i.e.: conferences, newsletters)
Attendance at industry and market events and communication of outcomes to internal audience and clients
Provide ad-hoc assistance with the delivery of change the bank initiatives
Profile required
Competencies:
Outstanding communication skills candidate represents SG and expected to adapt communication to wide-ranging audience (Operational SMEs, FO, C-suite etc)
Ability to act with gravitas and promote professionalism while executing all tasks
Appropriate experience in a capital markets post-trade functions, preferably with exposure to multiple asset classes and functions, with understanding of securities and derivative lifecycle events
Operations-relevant Professional qualifications desirable (i.e.: SII Investment Operations Certificate)
Established profile of meeting and interfacing with external clients (preparing and attending meetings or calls)
Proven track-record of delivering client satisfaction through resolution of client incidents
Experience of effective interface with MD-level senior management, and cooperation with FO stakeholders
Evidence an instinctive inquisitive mindset to obtain the best possible result for the client and/or the firm
Ability to swiftly grasp details of sometimes complex operational client issue and determine necessary actions for resolution
Skills of persuasion and influence of internal stakeholders to implement positive change
Possesses superior organizational skills to effectively meet project deadlines with high quality results.
Intermediate Excel and PowerPoint skills
High-level understanding of capital market regulatory environment
Demonstrate impartiality and objectivity in decision-making approach
Previous Experience:
Senior experience in a client-facing capital markets post-trade / Operations function on sell- or buy-side
Exposure to multiple asset classes (Securities, OTC, PB) and associated workflow lifecycle functions
Proven ability to complete projects through the use of action plans and cross team collaboration
Education:
Bachelor's degree in finance or related field
Why join usBusiness 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.
Apply Now
The Operational Client Relationship Management team (OCRM) team is a cross product and cross-functional pre and post-trade client relationship management team, whose main purpose is to build and develop relationships with a select number of Tier-1 clients and to work with senior internal partners to develop and improve operational services. The individual should be a self-starter possessing the ability to think critically and use creativity to solve complex problems, redesign workflows creating measured commercial impact.
Take responsibility for SGs client escalations and requests
Organization and delivery of formal client interactions to capture client expectations and NPS (or equivalent) attended from time to time by senior firm leadership
Promotion of SG digital tools to clients
Contribution to value- or function- chain specific working groups to inform internal audience of client feedback, action points, incidents as well as infrastructure and strategic plans
Provision of updates to senior firm leaders and business partners on pertinent client topics
Developing and diversify client contact network
Definition and implementation of action plans following client escalations or client interactions to stimulate development and improvement of processes and functions
Empowering and nurturing relationships with GBSU teams to adopt a client centric approach
Record keeping of OCRM services maintained in a timely fashion
Organization of added-value or advisory events and services to ensure SG group expertise is leveraged to the benefit of clients, (i.e.: conferences, newsletters)
Attendance at industry and market events and communication of outcomes to internal audience and clients
Provide ad-hoc assistance with the delivery of change the bank initiatives
Profile required
Competencies:
Outstanding communication skills candidate represents SG and expected to adapt communication to wide-ranging audience (Operational SMEs, FO, C-suite etc)
Ability to act with gravitas and promote professionalism while executing all tasks
Appropriate experience in a capital markets post-trade functions, preferably with exposure to multiple asset classes and functions, with understanding of securities and derivative lifecycle events
Operations-relevant Professional qualifications desirable (i.e.: SII Investment Operations Certificate)
Established profile of meeting and interfacing with external clients (preparing and attending meetings or calls)
Proven track-record of delivering client satisfaction through resolution of client incidents
Experience of effective interface with MD-level senior management, and cooperation with FO stakeholders
Evidence an instinctive inquisitive mindset to obtain the best possible result for the client and/or the firm
Ability to swiftly grasp details of sometimes complex operational client issue and determine necessary actions for resolution
Skills of persuasion and influence of internal stakeholders to implement positive change
Possesses superior organizational skills to effectively meet project deadlines with high quality results.
Intermediate Excel and PowerPoint skills
High-level understanding of capital market regulatory environment
Demonstrate impartiality and objectivity in decision-making approach
Previous Experience:
Senior experience in a client-facing capital markets post-trade / Operations function on sell- or buy-side
Exposure to multiple asset classes (Securities, OTC, PB) and associated workflow lifecycle functions
Proven ability to complete projects through the use of action plans and cross team collaboration
Education:
Bachelor's degree in finance or related field
Why join usBusiness 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.
Apply Now