Client Outreach Analyst

Societe Generale; Montreal; On-site; CAD 65,000 - 95,000; Full time

Job summary

Societe Generale in Montreal is seeking a Client Onboarding Specialist to coordinate onboarding/offboarding for SGAS & SGCC, interfacing with KYC, Credit/Risk, Legal, E-Solutions, Treasury, Client Services and Business Data in North America and globally.

You will analyze required documentation, approve adequacy of information, and create/maintain customer data across databases, supporting the front office with swift, accurate solutions in a dynamic market.

Qualifications

• 2–5 years in the financial industry.
• Bachelor’s degree or equivalent experience required.
• Experience with client onboarding or services preferred.
• Strong organizational and time-management skills.
• Ability to collaborate across multiple departments.

Responsibilities

• Coordinate onboarding/offboarding for SGAS & SGCC with KYC, Credit/Risk, Legal, E-Solutions, Treasury, Client Services and Business Data in NA and globally.
• Analyze and determine required account documentation and approve adequacy of information.
• Create and maintain customer data and product/limit requests in databases.
• Contribute to firm-wide projects related to integration and new systems.
• Collaborate with front office, provide status updates, meet clients in person or remotely.
• Assist front office in bringing in new business with tailored client solutions.
• Participate in committees related to onboarding, new activities, and products.
• Learn systems, provide demos, and implement new processes.

Skills

Client facing experience

Excel proficiency

Data analysis

Data visualization

Public speaking

Financial markets knowledge

Regulatory knowledge

Account opening docs

KYC familiarity

Compliance knowledge

Education

Bachelor’s Degree or experience in financial industry

Bachelor’s Degree in Finance or related field

MBA or Law degree

Job description

Responsibilities

• Coordinate the customer and internal account on-boarding & off-boarding processes for SGAS & SGCC ensuring efficient workflow and rigorous follow-up with various departments including KYC, Credit/Risk, Legal, E-Solutions, Treasury, Client Services and Business Data 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
• Work closely with the front office, providing continuous feedback on status of accounts, and meet with prospective clients both in-person and remotely
• 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
• Implement new processes and participate in the launch of new systems

Required

Profile required

INDIVIDUAL

• Strong sense of urgency
• Excellent organizational and time-management skills
• Manage long-term tasks and projects while tracking many moving parts
• Deliver on assignments with maximum speed and precision
• Be flexible to switch gears in an environment of constantly changing priorities
• Recognize when to upscale issues
• Quickly contribute at a high level
• Strong ethical code
• Make decisions based on the balance between commercial concerns and risk to the firm

TEAM

• Committed to the team and the team’s success
• Willing to help teammates and stay late when necessary
• Reliable, able to earn people’s trust
• Take initiative and ownership of tasks
• Engage with the team, ask questions, and document answers to be leveraged going forward

LEARNING

• Quickly learn and adapt to new and changing systems, processes, procedures, rules and regulations
• Resourceful, able to find solutions and learn independently when appropriate
• Eager to tackle new tasks outside one’s comfort zone
• Navigate new territory without a roadmap and be able to teach findings to others
• Take excellent notes
• Strong analytical, comprehension and retention skills
• Absorb and apply complex concepts

IMPROVEMENT

• Find new ways to add value both individually and as a team
• Thrive in an environment of change and continuous improvement
• Automate processes
• Look for creative solutions to improve performance and productivity

SOCIAL INTERACTION

• Effectively communicate with internal and external clients, teammates and management
• Persistently follow up to urge people to perform actions without creating conflict
• Maintain positive relationships with many personality types
• Remain cool under pressure, project an aura of calm in stressful situations
• Be respectful and highly professional in all forms of communication
• Openly share knowledge with others
• Be clear and transparent to stakeholders on status of work and any issues

Preferred

• Client facing experience and public relations skills
• Advanced Microsoft Excel Skills
• Strong data manipulation and metrics gathering skills
• Strong sense of art design when creating charts, graphs, and slides
• Polished public speaking/presentation skills
• Wide breadth of financial knowledge: Equities, Fixed Income, OTC, Futures, Options, etc.
• Well-versed in recent regulatory changes, e.g. Dodd Frank, FATCA, FinCEN
• Knowledge of legal documentation related to account opening
• Familiarity with KYC
• Familiarity with compliance regulations

Prior Work Experience

Required

• 2 - 5 years in the financial industry

Preferred

• Client On-Boarding or Client Services
• Sales or Teaching
• Trading desk/floor

EDUCATION

Required

• Bachelor’s Degree or experience in financial industry

Preferred

• Bachelor’s Degree in Finance or related field
• MBA or Law degree

LANGUAGE

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Due to US Federal Securities law that may apply to this position, candidates who will apply for this position may be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority ("FINRA").

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/careers/get-know-diversity/)