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 recent 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, candid

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