Description of the Business Line or Department
Societe Generale Securities Services (SGSS) has been active in Ireland for 20 years and is a leading player in servicing Irish domiciled and offshore collective investment vehicles. We act locally as fund administrator and depositary for a wide range of international clients who manage schemes from UCITS to AIFs including private equity and real estate structures, hedge funds and special purpose vehicles.
The Client Services team is responsible for three activities:
· Client Operational Relationship Management,
· Client Activation and Support Services and
· Client on-boarding and client projects
Summary of the key purposes of the role
The Client Activation and Support Services team needs to grow in order to :
o Support further client data setup activities
o Support the on-boarding of new clients
o Support increase of client queries and issue resolution
o Support the client monthly and board reporting
Summary of responsibilities
The role of Client Activation and Client Support Analyst is to:
o Coordinate client account opening & maintenance (both internal and with the sub-custodian network)
o Perform client data setup & maintenance
o Request access for new users and maintenance for the web portal Gallery
o Support in the performance and/or coordination KYC/AML checks
o Review and validate regulatory documentation (e.g. QI, CRS, FATCA)
o Run periodic and ad-hoc client reporting
o Collect and produce monthly Key Service Performance indicators for client reviews
o Collect and produce monthly reporting for clients as well as board reporting
o Ensure client activation and client support activities comply with their agreed SLA’s and KPI’s with regards to service quality and response times
o Contribute to the definition and maintenance of processes, policies and procedures related to client support such as client activation process, KYC/AML/QI/CRS/FATCA, static data change approval, incident and problem management, etc.
o Maintain knowledgebase/training for the client activation and client support function
o Liaise with the Change Management team for client enhancement requests and/or functional queries.
o Participate in the continuous improvement of the department: KPI, process improvement etc…
o Responsible to apply for the fund identifiers (ISIN codes, LEI codes, BB tickers….)
Level of Autonomy and Authority
The employee is required to work independently in managing client projects/client onboarding.
It is expected that productive and enduring relationships will be formed with key individuals within the SGSS centres of excellence and client/prospect organisations.
As a coordinator, he/she will be required to ensure receiving the backing of all internal stakeholders before engaging with the client.
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.