Trainee – Operations Client Relationship Manager

 London, United Kingdom       Fixed term contract        Banking Operations


Description of the Business Line or Department

The Operational Client Relationship Management team (CRM) team is a cross product and cross-functional post-trade client relationship management team, the main purpose of which is to build and develop relationships with a select number of SGCIB Tier-1 clients and to work with senior internal partners to develop and improve operational services delivered to all clients

Summary of the key purposes of the role

  • To support the OCRM team and ad hoc requests from management and internal stakeholders

  • Administration of OCRM record keeping database

  • Interpretation of client and OCRM performance indicators

  • Awareness and dissemination of external market and industry developments

Summary of Responsibilities

  • Analysis and production of accurate reporting on a periodic basis

  • Minute taking for team and global OCRM meetings or calls

  • Monitoring of team workbasket and phone lines for incoming client requests or escalations

  • Performance of periodic controls with global OCRMs to ensure adhesion to reporting standards

  • Periodic market and industry updates digest

  • Standard Operating Procedure review

  • Involvement in ad-hoc tasks & projects

  • Assisting OCRM with delivery of added-value service initiatives

  • Updating in-house SG Contacts Brochure

Delegated Responsibilities

  • Monthly Reporting – initial preparation delegated to ITEC team for system extractions

  • Production quality - Dependency on OCRM for quality of reporting content

Profile Required


  • Effective written and oral communication skills

  • Able to demonstrate time and task prioritisation management

  • Ability to swiftly grasp details of sometimes complex tasks and provide reasonable timeframes for completion

  • Show initiative by contributing own ideas and anticipating steps to take where relevant

  • Ability to develop a network with various stakeholders

  • Good skills of persuasion to obtain best results for the team

  • Natural inquisitiveness and willingness to learn

  • Open to receiving feedback and willing to self-improve

  • Maturity to work within a senior team

  • Excel and PowerPoint skills

  • Basic understanding of capital markets and regulatory landscape

  • Interest in current affairs and financial services

  • Motivation to learn and develop Operations-related skills and knowledge

Work Experience

  • Previous work experience in a financial services firm preferred

  • Experience of working in a time-sensitive environment and/or delivering multiple tasks


Bachelor’s degree

Why Join Us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business Insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Societe Generale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment

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.

Job code: 200002LW
Business unit: SG CIB
Starting date: 30/03/2020
Date of publication: 29/01/2020
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Trainee – Operations Client Relationship Manager

Fixed term contract   |   London   |   Banking Operations