Client Outreach Analyst

ResponsibilitiesCoordinate 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 globallyAnalyze 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 customersCreate and maintain customer information, documents and product / limit requests in various databases/systemsContribute to firm-wide projects related to integration, new systems, data remediation, and new regulationsWork closely with the front office, providing continuous feedback on status of accounts,and meet with prospective clients both in-person and remotelyHelp the front office bring in new business swiftly and accurately, finding custom solutions to clients’ needsParticipate in committees and meetings as required related to clients, on-boarding coordination, new activities, products and exchangesLearn a variety of systems, hone expertise, and provide demos to other departmentsImplement new processes and participate in the launch of new systemsProfile requiredRequired:INDIVIDUALStrong sense of urgencyExcellent organizational and time-management skillsManage long-term tasks and projects while tracking many moving partsDeliver on assignments with maximum speed and precisionBe flexible to switch gears in an environment of constantly changing prioritiesRecognize when to escalate issuesQuickly contribute at a high levelStrong ethical codeMake decisions based on the balance between commercial concerns and risk to the firmTEAMCommitted to the team and the team’s success Willing to help teammates and stay late when necessaryReliable, able to earn people’s trustTake initiative and ownership of tasks Engage with the team, ask questions, and document answers to be leveraged going forwardLEARNINGQuickly learn and adapt to new and changing systems, processes, procedures, rules and regulationsResourceful, able to find solutions and learn independently when appropriateEager to tackle new tasks outside one’s comfort zoneNavigate new territory without a roadmap and be able to teach findings to othersTake excellent notesStrong analytical, comprehension and retention skillsAbsorb and apply complex conceptsIMPROVEMENTFind new ways to add value both individually and as a teamThrive in an environment of change and continuous improvementAutomate processes Look for creative solutions to improve performance and productivitySOCIAL INTERACTIONEffectively communicate with internal and external clients, teammates and managementPersistently follow up to urge people to perform actions without creating conflictMaintain positive relationships with many personality typesRemain cool under pressure, project an aura of calm in stressful situationsBe respectful and highly professional in all forms of communicationOpenly share knowledge with others Be clear and transparent to stakeholders on status of work and any issuesPreferred:Client facing experience and public relations skillsAdvanced Microsoft Excel SkillsStrong data manipulation and metrics gathering skillsStrong sense of art design when creating charts, graphs, and slidesPolished public speaking/presentation skillsWide breadth of financial knowledge:  Equities, Fixed Income, OTC, Futures, Options, etc. Well-versed in recent regulatory changes, e.g. Dodd Frank, FATCA, FinCENKnowledge of legal documentation related to account openingFamiliarity with KYCFamiliarity with compliance regulationsPRIOR WORK EXPERIENCERequired:2 - 5 years in the financial industryPreferred:Client On-Boarding or Client ServicesSales or TeachingTrading desk/floorEDUCATIONRequired:Bachelor’s Degree or experience in financial industryPreferred:Bachelor’s Degree in Finance or related fieldMBA or Law degreeLANGUAGE: 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").Why join usBusiness insightSociete 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 operateInclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talentsEngage our community and marketplace, and position the organization to meet the needs of all its clientsFor more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-diversity/)