Client Solutions Manager

Permanent contract|Chicago|Banking Operations

Client Solutions Manager

Chicago, United States Permanent contract Banking Operations

Responsibilities

The client solutions account manager is accountable for –

  • Conduct regular client interactions, SLRs, and heat checks to build key client relationships, monitor and document service quality levels, and drive forward client action plans
  • To have a full view of the clients’ production and to be able to identify gaps or issues in the process that require immediate involvement and resolution
  • Serve as Product Owners for the SG Markets Prime application to prioritize platform evolution as means to digitize the client experience, improve operational efficiency, and increase client satisfaction
  • Promote the usage of new portal services and technology to among tier clients and actively solicit feedback for future iterations
  • Client Intensity – Proactively monitor their book of clients’ operational intensity to identify areas of improvement to drive client consultancy deep dives and/or operational efficiency opportunities with operations teams while building action plans on recurring issues

Technical Responsibilities

  • Involvement & Driving of projects
    • Identify project requirements, stakeholders, expected end users, and organizational value add
    • Ability to demonstrate alignment of proposed initiatives with the organization’s strategic goals
    • Comprehensive understanding of SG’s technology architecture as means to satisfy client/staff operational needs

Communication and Personal Skills

  • Ability to navigate between technical, operational and business environments and translate respective needs/wants in a clear and concise manner

Strong organizational skills with high attention to detail

  • Strong written documentation abilities
  • Ability to coordinate with diverse groups within/across organizations to establish a shared vision and achieve strategic objectives
  • Self-Motivated - Ability to work autonomously and be responsible for following matters through to completion
  • Demonstrated ability to self-identify opportunities for improvement and implement change
  • Ability to guide stakeholders through iterative development processes from initial concept to product delivery

Techncial Skills

  • Strong Microsoft Office capabilities (Excess, PowerPoint, Visio, SQL, etc.)
  • Demonstrated understanding of Agile methodologies with prior experience as Product Owner or Product Manager

Profile required

  • Previous Client Service, Trade Support, experience in dealing with trade breaks, exchange reconciliations, or similar Middle Office experience within a similar financial institution and client facing.
  • Experience in IT project management and data sciences
  • Minimum 5 years

Business insight

The Client Solutions team serves as cross-functional and technical experts overseeing Tier 1 relationships operationally and actively drive process efficiency for SG’s premium clients. Through proactive monitoring of operational processes, the team will identify trends/spikes in client intensity and remediate issues before client escalation. Holistic client ownership is demonstrated through continuous control monitoring, root cause analysis and the design/implementation of innovative technology-driven solutions. The team is responsible for ensuring the continued evolution of SG’s operational/technology offering and alignment with the needs of our Tier 1 relationships.

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: 21000IHG
Entity: SG AMERICAS OPERATIONAL SECURITIES
Starting date: 2021/07/19
Publication date: 2021/06/09
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