Client Outreach Analyst

Reference 26000EWV 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 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 escalate 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/)

Coordinate the customer on-boarding and off-boarding processes by collaborating with internal departments like KYC, Legal, and Risk. Analyze account documentation and maintain customer information in various databases to support the front office in acquiring new business.

Requires a Bachelor's degree and 2-5 years of experience in the financial industry. Candidates should possess strong analytical skills, proficiency in Excel, and familiarity with financial regulations such as Dodd-Frank and FATCA.

• Gestion de projetSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client On-boarding
• KYC
• Data Manipulation
• Microsoft Excel
• Financial Analysis
• Public Speaking
• Risk Management
• Regulatory Compliance
• Account Documentation
• Project Management
• Stakeholder Communication
• Time Management
• Analytical Skills
• Problem Solving
• Client Services
• Financial Product Knowledge

• Finance & Accounting
• Customer Service & Support
• Legal
• Data & Analytics
• Administrative

Formation minimale

Baccalauréat

Expérience minimale

2+ ans

Postuler avant le

30 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Entry level