V.I.E. Client Outreach - Business Analyst

SGS Société Générale de Surveillance SA; Montreal (administrative region); On-site; CAD 60,000 - 80,000; Full time

Job summary

A multinational financial services company in Montreal is seeking a VIE to manage client portfolios and oversee KYC reviews. This role involves acting as the main point of contact for clients, ensuring compliance with regulations, and performing in-depth analysis of customer anomalies. The ideal candidate should hold a Master’s degree, have at least 1 year of relevant experience, and be fluent in English. This 24-month contract begins on July 1, 2026, providing significant career development opportunities.

Qualifications

• Minimum of 1 year experience in a similar position.
• Formal proof of M2 diploma validation is required.

Responsibilities

• Manage a client’s portfolio and act as the main point of contact for KYC review.
• Help the client/sales understand KYC requirements.
• Perform monthly controls and reconciliations on customer population.

Skills

Good communication and presentation skills

Proficient/Good command of MS Office

Fluent in English

Education

Master degree from Business School or University

Job description

Responsibilities

Société Générale’s Client Lifecycle and Digital Group (CLD) acts as a transversal client group for all B2B clients and is in charge of operations and IT associated with the full Client Lifecycle including onboarding, reviews and offboarding. Our mandate is to enforce client intelligence on wholesale clients, by developing our broad client knowledge (referential, KYC, regulatory data, etc). This relationship is rooted in a simplified, differentiated experience for our clients and employees, and in the assurance of a permanent commitment over the client’s entire lifecycle and interactions with our department.

CLD is responsible for implementing and assuring consistent application of SG’s local and global KYC Policies and procedures, FATCA and any other regulatory requirements associated with on-boarding a new client and performing annual periodic reviews of existing clients. Specifically, the CLD department is charged with reviewing all new client requests and determining the required documentation to fulfill regulatory and SG’s requirements.

During your VIE mission you will be in charge of these responsibilities :

• Manage a client’s portfolio and act as the main point of contact for KYC review
• Help the client/sales to understand SG’s KYC requirements and provide additional rationale as to why certain documents are being requested
• Escalate to the business when documents cannot be collected and help solve any client’s escalations with the business
• Sustain client centric approach in client communication (both verbal / written), engage with clients / business to understand KYC requirement and difficulties in providing documents
• Control & challenge list of requirements and rational: liaise with KYC teams if needed
• Performing monthly controls and reconciliations on SG Americas customer population
• Performing in-depth root-cause analysis on anomalies
• Escalating anomalies identified in the customer population and referential systems
• Ensuring timely resolution of anomalies identified
• Ensuring changes to the customer population are monitored and have adequate management approval
• Reviewing monthly controls from other regions that impact Americas population and present to management clear and concise conclusion for local approval
• Maintaining strong working relationship with CLD/KYC production team, the business lines and Compliance
• Bringing his or her knowledge to the local studies and projects of processes optimization and / or implementation of new products or activities

A questionnaire will be provided to you in order to check your VIE (Société Générale and Business France) eligibility. For an efficient analysis of your application, please make sure to truthfully answer all the questions.

Please note that it is mandatory to provide us a formal proof of your M2 diploma validation before the assignment start date. No VIE mission will start without this document. *Grade sheets are not accepted as justification of diploma.

Profile required

PLEASE NOTE that since this program is primarily an international development program, candidates cannot apply to a VIE assignment in their own country of citizenship.

To facilitate the examination of your application by our English-speaking managers, we thank you for applying in English.

Studies & experience

• Graduate with a Master degree from Business School or University
• A previous experience in a similar position of minimum 1 year

Language skills

• Fluent in English

Technical, operational & Soft skills

• Good communication and presentation skills
• Proficient/Good command of MS Office

The VIE assignment in a nutshell

This VIE in Montreal is to begin July 1st, 2026, but you need to plan 3 months between your application date and the beginning of your VIE assignment. It will last 24 months.

The VIE is a specific contract, under Business France’s eligibility criteria, opened to candidates under 28 and from the member states of the European Economic Space. For further information (including your financial indemnities), please see Mon VIE-VIA Business France.

Why join us

As soon as you arrive, you will be integrated into our teams and will learn every day alongside our experts, who will support you in your tasks. Gradually, you will become more independent in your projects, making this experience a real career accelerator. You will also discover all the diversity of our businesses, in a sector that is constantly evolving and innovating.

At the end of your VIE, various opportunities could be offered to you, in France and abroad.

Business insight

At Societe Generale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious.

Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating and taking action are part of our DNA.

If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us!

Still hesitating?

You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.