Client Prospecting Analyst

Your daily missions

• Coordinate the integration (onboarding) and exit (offboarding) processes for client accounts, both internally and with clients, for SGAS and SGCC, ensuring efficient workflow management and rigorous tracking with various teams, including KYC, Credit/Risk, Legal, Electronic Solutions, Treasury, Customer Service, and Commercial Data in North America and internationally.
• Analyze and determine the required documentation for accounts based on counterparty type and negotiated products, as well as validate the compliance and adequacy of account documents and financial information received from potential clients.
• Create and maintain up-to-date client information, documents, and product/limit requests in various systems and databases.
• Contribute to cross-cutting enterprise projects related to integration, new systems, data remediation, and new regulations.
• Collaborate closely with the front office, provide continuous feedback on account status, and meet with potential clients in person and remotely.
• Assist the front office in developing new activities quickly and accurately, proposing tailored solutions to meet client needs.
• Participate in client-related committees and meetings, integration coordination, new activities, products, and market placements, as needed.
• Master various systems, develop deep expertise, and conduct demonstrations for other teams.
• Implement new processes and participate in the deployment of new systems.
• What if it were you?

Requirements: INDIVIDUAL

• Strong sense of urgency
• Excellent organizational and time management skills
• Ability to manage long-term tasks and projects while tracking multiple elements in parallel
• Execute missions with maximum speed and precision
• Demonstrate flexibility to adapt to an evolving priority environment
• Know when to escalate issues
• Ability to contribute quickly at a high level
• Impeccable ethical sense
• Make decisions considering the balance between business stakes and company risks

TEAM

• Commitment to the team and its success
• Availability to help colleagues and stay late if necessary
• Reliability and ability to inspire confidence
• Take initiatives and take ownership of your missions
• Interact with the team, ask questions, and document answers for future use

LEARNING

• Ability to learn quickly and adapt to new systems, processes, procedures, rules, and regulations
• Ingenuity and autonomy in finding solutions when appropriate
• Motivation to take on challenges outside your comfort zone
• Ability to thrive in a new environment without a roadmap and to share your learnings with others
• Rigorous note-taking
• Excellent analytical, comprehension, and memorization skills
• Ability to absorb and apply complex concepts

IMPROVEMENT

• Identify new ways to create value, individually and as a team
• Thrive in a changing and continuous improvement environment
• Automate processes
• Seek creative solutions to improve performance and productivity

SOCIAL INTERACTION

• Communicate effectively with internal and external clients, colleagues, and management
• Maintain persistent follow-up to encourage action without creating conflict
• Maintain positive relationships with diverse personality profiles
• Stay calm under pressure and project a calm attitude in stressful situations
• Demonstrate respect and great professionalism in all communications
• Share knowledge openly
• Demonstrate clarity and transparency to stakeholders on work progress and potential issues

Desired Profile

• Experience in client relations and public relations skills
• Advanced proficiency in Microsoft Excel
• Strong data manipulation and metrics analysis skills
• Aesthetic sense for creating charts, tables, and presentations
• Excellent public speaking and presentation skills
• Extensive knowledge of financial markets: equities, interest rate products, OTC, futures, options, etc.
• Good understanding of recent regulatory developments (e.g., Dodd-Frank, FATCA, FinCEN)
• Knowledge of legal documentation related to account opening
• Familiarity with KYC (Know Your Customer) requirements
• Knowledge of compliance regulations
• PROFESSIONAL EXPERIENCE

Required

• 2 to 5 years of experience in the financial sector

Preferred

• Experience in client integration (Client Onboarding) or customer service
• Experience in sales or teaching
• Experience in trading room or trading desk

Required

• Bachelor's degree or equivalent experience in the financial sector

Preferred

• Bachelor's degree in finance or related field
• MBA or law degree
• LANGUAGE SKILLS:

Proficiency in English, both oral and written, is required as the person occupying this position will need to collaborate regularly with colleagues and partners located in the United States.

Due to potential application of U.S. securities laws to this position, candidates who apply may be required to undergo a thorough background check, including fingerprint collection by a third-party vendor selected by the Financial Industry Regulatory Authority ("FINRA").

Why choose us?

Société Générale is committed to offering an inclusive recruitment experience to all candidates. If you require reasonable accommodation measures during the recruitment process, please inform our recruitment team.

OUR CULTURE:

At Société Générale, we live according to our 4 fundamental values: commitment, responsibility, team spirit, and innovation. We are committed and show consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. Thus, we maximize our ability to meet customer needs and anticipate market changes. Société Générale is committed to strengthening ties with our colleagues, communities, and the world in which we live, as relationships are at the heart of our functioning.

For more information on our Culture and Conduct initiatives, please visit this link ...

D&I:

Our mission in diversity and inclusion: Recruit, develop, advance, and retain a diverse workforce united in our efforts to improve our competitive position and offer innovative solutions to our clients.

Our vision of diversity and inclusion:

• An engaged and demographically diverse workforce reflecting the communities in which we operate.
• A culture and workplace that are inclusive, recognizing the unique needs of employees and utilizing their diverse talents.
• Engage our community and market, and position the organization to meet the needs of all its clients.

For more information on our D&I initiatives, please visit this link: https://americas.societegenerale.com/fr/carrieres/apprenez-nous-connaitre/

Diversity and Inclusion

Société Générale respects employment equity and is proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of their race, religion, skin color, place of origin, sex, disability, age, gender, sexual orientation, or any other characteristic or status protected by applicable law. We strive to write our job postings in the most inclusive way possible. However, if a single gender is used in this posting, it refers to all individuals, regardless of their gender identity.