eClient Services Analyst (Onboard clients on eTrading platforms )

Permanent contract|Montreal|Banking Operations

eClient Services Analyst (Onboard clients on eTrading platforms )

Montreal, Canada Permanent contract Banking Operations

Responsibilities

SGCIB offers a variety of products (FX Spot & Derivatives, Fixed Income and Structured Products) to our clients for electronic execution and through different platforms. SGCIB works with vendors, recognized for their multi-bank systems and client footprints. SGCIB also promotes and supports our Single Dealer Platform. As part of CLD department, the E-client services team is responsible for onboarding clients to our electronic offer and making sure that the client experience is smooth and efficient. The team also acts as first point of contact for clients using our electronic execution capabilities and is responsible for troubleshooting and coordinating the quick resolution of issues that might arise during the electronic relationship with the client. This responsibility also extends to providing accurate feedback and visibility to our clients and front office partners. In addition, the E-client services team works closely with the Sales to assist them in developing our electronic client footprint in the AMER region. Our focus and commitment to our clients are key to our success.

RESPONSIBILITIES

Day to day

Administration: Onboard clients on eTrading platforms (Fxall, Bloomberg, 360T, EBSDirect, MarketAxess, Tradeweb etc.) - mapping, reconciliation etc. Main products covered: Fixed Income –Cash Bonds Credit, Rates, Derivatives (IRS & CDS), FX.
Act as control for new client onboardings – ensure all approvals are in place (Trading, Regulatory, KYC, Limits) and clients are eligible to access our e-pricing offer
Maintenance of existing client base and updating trading setups when necessary
Act as primary point of contact for e-trading queries for internal users and for external SG clients
Support the rollout of SG’s Single Dealer Platform - SGMarkets
Work closely with Front Office in improving security, efficiency and clients’ satisfaction in our internal processes
Troubleshoot client queries related to electronic platforms executions - trades issues, client connectivity, limits, rejections, etc.
Liaising with vendors on issues/queries related to their platforms
Internal communication and interaction on all topics with relevant stakeholders - FO Sales, FO Trading teams, Compliance, KYC, BFO MO, Risk, Technology, Middle/Back Office
Ensure follow the sun model – global hotline and global mailboxes
Assist and participate in new initiatives related to the development of the electronic offer
Production of KPI/MIS and capacity statistics for Line Manager
Writing procedures on processes, continuous improvement, initiatives etc. to be validated by line Manager. Ensure all procedures are kept up-to-date with changes in process and regulations

Participation in projects / changes

Contribution to Onboarding related projects: regulatory, process streamlining, new tools implementation
Proposals of process improvements

Profile required

Required:

INDIVIDUAL

Strong sense of urgency
Excellent organizational and time-management skills
Manage long-term tasks and projects while tracking many moving parts
Deliver on assignments with maximum speed and precision
Be flexible to switch gears in an environment of constantly changing priorities
Recognize when to escalate issues
Quickly contribute at a high level
Strong ethical code
Make decisions based on the balance between commercial concerns and risk to the firm

TEAM

Committed to the team and the team’s success
Willing to help teammates and stay late when necessary
Reliable, able to earn people’s trust
Take initiative and ownership of tasks
Engage with the team, ask questions, and document answers to be leveraged going forward

LEARNING

Quickly learn and adapt to new and changing systems, processes, procedures, rules and regulations
Resourceful, able to find solutions and learn independently when appropriate
Eager to tackle new tasks outside one’s comfort zone
Navigate new territory without a roadmap and be able to teach findings to others
Take excellent notes
Strong analytical, comprehension and retention skills
Absorb and apply complex concepts

IMPROVEMENT

Find new ways to add value both individually and as a team
Thrive in an environment of change and continuous improvement
Automate processes
Look for creative solutions to improve performance and productivity

SOCIAL INTERACTION

Effectively communicate with internal and external clients, teammates and management
Persistently follow up to urge people to perform actions without creating conflict
Maintain positive relationships with many personality types
Remain cool under pressure, project an aura of calm in stressful situations
Be respectful and highly professional in all forms of communication
Openly share knowledge with others
Be clear and transparent to stakeholders on status of work and any issues

Preferred:

Client facing experience and public relations skills
Advanced Microsoft Excel Skills
Strong data manipulation and metrics gathering skills
Strong sense of art design when creating charts, graphs, and slides
Polished public speaking/presentation skills
Wide breadth of financial knowledge: Equities, Fixed Income, OTC, Futures, Options, etc.
Well-versed in recent regulatory changes, e.g. Dodd Frank, FATCA, FinCEN
Knowledge of legal documentation related to account opening
Familiarity with KYC
Familiarity with compliance regulations

PRIOR WORK EXPERIENCE

Required:

1 - 3 years in the financial industry

Preferred:

Client On-Boarding or Client Services
Sales or Teaching
Trading desk/floor

EDUCATION

Required:

Bachelor’s Degree or experience in financial industry

Preferred:

Bachelor’s Degree in Finance or related field
MBA or Law degree

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.