Client Service Support Intern

 Ireland       Fixed term contract        Other job functions

Responsibilities

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.

Profile Required

Competencies

·      Self-starter and ability to work independently

·      Ability to work in a team environment

·      Strong presentation skills

·      Excellent communication skills both written and oral

·         Strong financial product knowledge.

·         A strong client-focused approach.

·         The ability to manage your own workload, prioritising and planning where needed

·         Ability to understand client requirements

·         Experience in managing scope and the ability to identify high priority versus low priority requirements

·         Solutions orientated with a constructive approach

·         Experience in projects implementing technical changes AND organisational/workflow change

·         Successful track record on completing project throughout the full project life cycle including operating model definition, control framework and operational readiness

·         Exposure to working with geographically distributed teams – both the project team and stakeholder groups

·         Excellent stakeholder management skills

·         Excellent team worker, able to work in virtual global teams in a matrix organization

·         Ability to work in fast paced environment and deal with a sudden change in priorities

·         Open minded, able to share information, transfer knowledge and expertise to/from team members


WORK EXPERIENCE

·      Experience working in financial services environment, or a client services role desirable


EDUCATION

·      3rd level – preferred business/accounting/finance concentration.


LANGUAGES

·      Fluent English essential; knowledge of French language an advantage


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.

Job code: 20000GZ9
Business unit: SG CIB
Starting date: Immediate
Date of publication: 24/07/2020
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Client Service Support Intern

Fixed term contract   |   Ireland   |   Other job functions