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 versatile 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, i

📌 Client Outreach Analyst (Montreal)
🏢 Société Générale
📍 Montreal