Lead Expert
Responsibilities
As a CCS Operations Officer, you will support the end-to-end operational management of client onboarding and lifecycle requests for strategic and target GBIS client’s portfolio, with a primary focus on Asset Managers, Hedge Funds, Pension Funds, Financial Sponsors, and Asset Management arms of Banks and Insurers.
You will be responsible for initiating, coordinating and monitoring onboarding and client lifecycle activities across multiple operational streams, including KYC, Regulatory, Tax, Legal, Credit and operational setups.
Acting as a key operational facilitator, you will ensure transparency of requests, proactively manage dependencies and contribute to the delivery of a excellent client experience.
Key Responsibilities:
You will be assigned a portfolio of clients and be responsible for the following tasks:
· Initiate and coordinate client onboarding requests across KYC, Regulatory, Tax, Legal, Credit and operational setup streams.
· Perform client outreach and ensure accurate, timely communication to clients on the entire onboarding process.
· Ensure client requests are accurately understood, documented, prioritized and routed to the appropriate teams.
· Monitor and coordinate onboarding pipelines and proactively follow up on pending actions to support timely completion and readiness to trade with the support of CLM onshore when required.
· Identify opportunities to improve onboarding efficiency, transparency and service quality.
· Contribute to initiatives aimed at enhancing data quality, operational controls and client experience.
· Maintain excellent relationship with the client.
Profile required
Profile Required: ACE can help you write this job description (go/ACE)
Experience and Education
· University degree or equivalent.
· A minimum 3 years’ experience within Investment Banking, Financial Services with a direct client-facing role.
· Experience supporting institutional clients such as Asset Managers, Funds, Hedge Funds or Pension Funds is a strong advantage.
Technical and Business Skills
· Good understanding of client onboarding, KYC, Regulatory, Tax, Legal and Credit processes.
· Ability to manage multiple priorities and monitor complex workflows in a fast-paced environment.
· Fluent English, both written and spoken.
· Excellent communication skills.
Behavioural Skills
· Client-centric mindset: Demonstrated ability to anticipate client needs through active listening, drive satisfaction, and deliver measurable client outcomes.
· Ability to work effectively with multiple teams across functions and geographies and navigate through complex organizations.
· Strong organizational skills and attention to detail.
· Results-driven mindset with a strong sense of ownership.
· Problem-solving & critical thinking: Ability to diagnose complex issues quickly and design effective, scalable solutions.
Why join us
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status
Business insight
At Société Générale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious. Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating, and taking action are part of our DNA. If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us!
Still hesitating?
You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.
We are committed to support accelerating our Group’s ESG strategy by implementing ESG principles in all our activities and policies. They are translated in our business activity (ESG assessment, reporting, project management or IT activities), our work environment and in our responsible practices for environment protection.