Senior Client Solutions Specialist, Vice President

Permanent contract|New York|Banking operations processing

Senior Client Solutions Specialist, Vice President

  • New York, United States
  • Permanent contract
  • Banking operations processing


Global Banking Technology & Operations (GBTO) delivers day-to-day services to Global Banking & Investor Solutions (GBIS) Business Units and their clients.  With IT & Operations teams working side by side under the same leadership, the goal of GBTO is to meet the evolving needs of its clients and market requirements, as well as anticipate technological advances to accelerate and support the transformation of GBIS activities. GBTO is at the very heart of this technological and operational challenge.

The Client Solutions team supports the Prime Services and Clearing businesses for Premium tier clients across Agency execution & Clearing for all asset classes.

This team serves as cross-functional and technical experts overseeing Premium Client relationships operationally and actively driving 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 Premium Client relationships.

Relationship Tasks:
Each Team Member will have a specific client allocation for which they will:

  • Act as a point of contact for several clients, forging strong relationships with individuals at each of these clients and facing them as a point of escalation for operational trade lifecycle queries
  • Conduct regular client interactions and periodic service level reviews to build key client relationships, gather feedback on the service provided by SG, and drive forward client action plans
  • Have a complete understanding of the client’s activity and a holistic understanding of the following operational processes:
    • Trade Flow
    • Revenue/Brokerage Services
    • Onboarding Documentation
    • Margin/Cash/Collateral Management
  • Have a comprehensive view of the client technology and reporting setup, both internal and external, and promote the usage of new portal services and technology to among tier clients, while actively soliciting feedback for future iterations
  • Proactively identify recurring gaps/trends/risks in the process that require immediate involvement and resolution
  • Collaborate with the business line (AE, RM, Product) and other middle office colleagues to identify and drive forward key strategies for Premium Client relationships 
  • Own communication and coordination on major change management for their clients
  • Demonstrate continued focus on evolving SG’s operational and technology offering to meet the complex needs of our Premium clients
  • Provides constructive feedback when suggesting new ideas, promoting simplicity and innovation in a professional manner, actively contribute and embrace change implementation.
  • Demonstrates accountability, ownership to evaluate and improve own performance, actively seeking feedback where applicable.
  • Establish an environment that promotes respect for all SG employees and adheres to the SG policies and guidelines
  • Identify and monitor actionable key performance indicator (KPIs) to demonstrate increased client satisfaction and internal operational efficiency as a result of the team’s activities

Technical Tasks:
The Solutions team not only has client facing relationships, but also have Product Owner roles for tools/technology that affect client satisfaction:

  • 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

Profile required

Must Have:

  • General/Technical Skills:
    • Excellent interpersonal skills; able to communicate convincingly at all levels with the key decision makers in the relevant business lines and elsewhere within the investment bank
    • Strong organizational skills with high attention to detail
    • Solution-focused, service-oriented, and proactive
    • Strong written documentation abilities
    • Ability to coordinate with diverse groups within/across organizations to establish a shared vision and achieve strategic objectives
    • Ability to engage with other members of the CFMO (Client Facing Middle Office) and Front Office to work on resolving issues together as a partnership
    • Self-Motivated - Ability to work autonomously and be responsible for following matters through to completion
    • Understanding of listed derivatives clearing workflow from trade execution to settlement or other asset classes
    • Understanding of Investment Banking market activities and the agency business
    • Strong Microsoft Office capabilities (Excel, PowerPoint, Visio, etc.)
  • Years of Experience: Minimum 8 years
  • Education: Degree in Finance, Business Administration, Data Science or similar

 Nice to Have:

  • General/Technical Skills:
    • Demonstrated understanding of Agile methodologies with prior experience as Product Owner or Product Manager
    • Understanding of reconciliation tools and processes (such as DUCO)
    • Understanding of report building tools and data visualization/dashboarding tools (such as Business Objects and Power BI)
    • Requirements building for web-based systems and workflow tools
    • Ability to guide stakeholders through iterative development processes from initial concept to product delivery
    • Knowledge of industry allocation processes and methodologies
    • Knowledge of industry standard clearing and booking systems
  • Language(s): French

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.
For more information about our Culture and Conduct initiatives, please visit this link (

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 (

For most positions, 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.


Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience.

Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.

Reference: 24000IDM
Starting date: 2024/09/30
Publication date: 2024/07/10
Salary or Compensation Range: $81,000 - $250,000