Help respond to clients’ requests on a timely basis via email and/or phone in consultation with members of the Business Development team
Assist in communication with other Lyxor and SG groups (research, portfolio management, compliance) to address client needs
Manage the production of monthly dashboard of the activity for senior management
Assist with client on-boarding, including identifying potential marketing material, initiating KYC, and following through to ensure documents are processed in a timely manner.
Support the team in managing the KYC review process for all existing investors.
Support the Sales and Client services team with organizational efforts, process/reports updates, client follow ups and compliance documentation.
Manage weekly and monthly distribution of marketing materials to clients
Manage updates / additions of client information into iC (Client Relationship Management System)
Assist in Client due diligence
Respond to our general mailbox inquiries
Help organize monthly or quarterly client call as needed
Develop a solid understanding of the firm’s funds, products, and services
Work on ah-hoc project linked to the business development of Lyxor activity in the US
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.