Client Services Analyst

Permanent contract|Montreal|Banking operations processing

Client Services Analyst

Montreal, Canada Permanent contract Banking operations processing


The Corporate divisions, Function and Models Risk (CFM) team manages the operational, administrative, financial market processing, and clearing for over 80 exchanges globally. The team is held to the highest of standards, ensuring the client requirements are prioritized equally against market exposure.  In addition, the CFM team guarantees the control and security of transaction processing in accordance with current financial legislation.

  • The execution and clearing controls of all operations performed by FO and clients
  • The first level of control on operations and "quality" certification
  • Customer Relationship Management, KYC, and all support during the life cycle of client trading activity
  • Keep clients informed of all regulatory changes impacting operations

What will be your DAY-TO-DAY?

Client Facing Middle Office main responsibilities and tasks:

  • Primary point of contact for clients regarding all operational queries for Listed Derivatives.
  • Monitor and communicate with clients all trade life cycle events.
  • Monitor physically delivered products at expiration; liaise with deliveries teams to ensure positions are accurately reported at the CCP.
  • Correct exceptions on execution trades to ensure all activity is properly allocated  
  • Operational/escalation point of contact for clients with the responsibility of maintaining and growing relationships
  • Responsible for client bookings in relevant product databases versus external clearing houses/systems
  • Process and monitor post-execution allocation of all listed derivative transactions
  • Proactively contact Brokerage Desks / Trading Assistants / Client Trade Support groups throughout the day to ensure bunched order allocations are received prior to the clearing house cut-off times.
  • Maintain accurate static data between clearing systems.
  • Develop action plans for recurring incidents, prepare post-mortems as required
  • Identify / analyze / rectify issues related to the flow of information and data into the relevant systems
  • Responsible for operational client onboarding and introduction of client to support teams
  • Ability to set up client users and standard client reporting in the SG Markets Prime portal
  • Interact and support the SG front office through participation in forums such as business committees, client onboarding discussions and ongoing client profitability analysis
  • Monitor internal controls to manage the key risk areas
  • Forge strong relationships with clients which will be used to remediate operational trade lifecycle queries
  • Proactively mitigate risk, ensure we act within the best interest of the Company and its clients, and escalate when appropriate.
  • Create documentation of procedures and workflows

Profile required

Skills and Qualifications:

Must Have:

  • Excellent interpersonal skills; able to communicate convincingly at all levels within the bank
  • Attention to detail and promote a think outside the box mentality
  • Strong written documentation abilities
  • Strong understanding of listed derivative market activities
  • Self-Motivated - Ability to work autonomously and be responsible for following matters through to completion
  • Solution-focused, service-oriented, and proactive
  • Team player, open to share knowledge

Technical Competencies

  • Knowledge of Microsoft Office Suite, with a heavy emphasis on Excel (pivot tables, functions, etc.…)
  • Expertise of listed derivatives clearing workflow from trade execution to settlement
  • FIS GMI, FIS ClearVision
  • Knowledge of exchange GUI’s and SG internal systems (beneficial, not essential)

Ideally some previous experience (per below), but not a necessity

  • Ideally 5 years of prior experience in previous Client Service, Trade Support roles.
  • Experience in dealing with trade breaks, exchange reconciliations, or similar Middle Office client facing roles.


  • French, English.

Why join us

OUR Benefits:


Competitive compensation & benefits offering, including but not limited to:

  • Minimum of 20 Vacation days + 4 personal days 
    • Supportive Maternity, paternity, parental and adoption leave policy 
    • Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)
    • Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family
  • Various Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc. 
  • A culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others) 

Business insight

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.

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 operate
•     Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents 
•     Engage our community and marketplace, and position the organization to meet the needs of all its clients

For more information about our D&I initiatives, please visit this link (

Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols.  Hybrid work arrangements vary based on business area.  The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.


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, 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: 2300015Y
Entity: Societe Generale Capital Canada
Starting date: 2023/03/20
Publication date: 2023/01/27