Client Onboarding Trainee

Fixed term contract|London|Banking Operations

Client Onboarding Trainee

London, United Kingdom Fixed term contract Banking Operations


Description of the Business Line or Department

GBSU/CLD (Client Lifecycle and Digital) was created in July 2019 to be the Wholesale Clients Technology & Operations within Global Banking and Investor Solutions.

The GBSU/CLD is globally in charge of the client experience across the GBIS activities (except PRIV).

The department is particularly in charge of:

  • Offering to our clients the most intuitive digital channels covering their pre-trade, execution and post-trade activities;
  • Providing our clients teams with means to better interact with their clients and deliver a client 360 view covering client business activity, resources allocated and profitability;
  • Managing client referential systems for all internal users and applications;
  • Coordinating the on-boarding process;
  • Manage data with a guarantee of quality and completeness;
  • Protecting the Bank and our clients by applying KYC and other client centric regulations;
  • Assisting our employees in making our client lifecycle and post trade experience a seamless journey.

Summary of the key purposes of the role

The Designation Notice Coordination officer is responsible for the day-to-day management of the coordination of new and existing designation notices on behalf of SG, the prime broker. These tri-party agreements provide the structure for the relationship between the Client, the Prime Broker and the Executing Broker and govern the activities that the client can exercise with their executing broker

He/she is responsible for all aspects of the onboarding service, including:

  • End to end coordination for all new and existing designation notices for SG’s prime brokerage business
  • Direct communication with various executing brokers and business lines (in some instances – strong client services skills required)
  • Partnership with the Business line, Legal and Onboarding teams is crucial for efficient coordination process
  • Participation & Contribution to current projects / changes

Summary of responsibilities

  • Onboarding Coordination
    • Coordinating with departments including Business Lines, Legal, Compliance, Onboarding, Referential teams to ensure timely handling and advancement of priority DNs
    • Act as control for new client onboardings via new DNs – ensure all approvals are in place (Trading, Legal) and the DN can be issued
    • Proficiency on Traiana DNM tool, as the market standard for prime brokerage tri party agreements
    • Act as primary point of contact for DN queries for internal and external stakeholders
    • Ensure collection and accuracy of all appropriate details and requirements prior to progressing the case in Traiana DNM
    • Ensure of all relevant documentation is stored according to SG’s latest policies
    • Comply with all regulatory obligations and internal policies
    • Manage business priorities and expectations while at the same time provide transparency and visibility to the front office
    • Identify and escalate to the Onboarding Management bottlenecks/issues which may cause delays
    • Production of KPI/MIS and capacity statistics for Line Manager
  • Participation in projects / changes 
    • Contribution to automation & efficiency gains related projects: process streamlining, new tools implementation, etc.
    • Proposals of process improvements
    • Update of procedural documentation

Level of Autonomy and Authority

Medium to High

Reports directly to the Head of UK Client Onboarding Middle office & e-Business

Profile required


  • Demonstrated ability to prioritize and work within tight and changeable timeframes
  • Excellent communication skills: ability to communicate clearly and effectively to external parties and business partners, ability to present clear and concise solutions
  • Client services experience is a plus
  • Ability to build and cultivate good working relationships with Business Lines and Support Areas
  • Confident, driven, with an ability to work independently
  • Strong analytical skills: ability to step back and look at the bigger picture, excellent attention to detail
  • Effective problem-solver: ability to listen to stakeholder requirements, anticipate, eliminate, mitigate, escalate issues as appropriate


  • English Fluent
  • Second language would be a plus (French, German, …)

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 21000CGF
Entity: SG CIB
Starting date: 2021/06/14
Publication date: 2021/04/16