Senior Client Services Specialist

Responsibilities

• The execution and clearing controls of all operations performed by FO and clients
• The first level of control on operations and "quality" certification
• Customer Relationship Management, KYC, and all support during the life cycle of client trading activity
• Keep clients informed of all regulatory changes impacting operations

Client Facing Middle Office main responsibilities and tasks

• Primary point of contact for clients regarding all operational queries for Listed Derivatives
• Maintain accurate static data between clearing systems to allow straight-through-processing
• Monitor and communicate with clients all trade life cycle events
• Co-ordinate upcoming expiries with clients to ensure full client intentions are known
• Manage client queries pertaining to trade life cycle and position reporting
• Correct exceptions on execution trades to ensure all activity is properly allocated
• Operational/escalation point of contact for clients with the responsibility of maintaining and growing relationships
• Responsible for client bookings in relevant product databases versus external clearing houses/systems
• Preform and monitor key end of day controls to ensure that all risks are mitigated
• Process and monitor post-execution allocation of all listed derivative transactions
• Proactively contact Brokerage Desks / Trading Assistants / Client Trade Support groups throughout the day to ensure bunched order allocations are received prior to the clearing house cut-off times
• Maintain accurate static data between clearing systems to allow straight-through-processing
• Develop action plans for recurring incidents, prepare post-mortems as required
• Identify / analyze / rectify issues related to the flow of information and data into the relevant systems
• Investigate and resolve daily trade breaks and escalate when needed
• Process client position transfers ensuring all approvals and procedures have been captured
• Responsible for operational client onboarding and introduction of client to support teams
• Continuous interaction with clients to improve their experience with SG, partnering with clients on process improvements (SG and client side) and automations where possible
• Able to set up client users and standard client reporting in the SG Markets Prime portal
• Capable of presenting system demos for clients
• Interact and support the SG front office through participation in forums such as business committees, client onboarding discussions and ongoing client profitability analysis
• Monitor internal controls in order to manage the key risk areas
• Monitor operational risks (e.g. exceptions follow-up, pending trades, top day/historical)
• To participate in (or lead where applicable) any projects that impact the ETD products
• Participate in Global and Regional communities to share best practices

Profile required

• Excellent interpersonal skills; able to communicate convincingly at all levels within the bank
• Attention to detail and promote a think outside the box mentality
• Strong written documentation abilities
• Cordination skills (across and between the teams in OPER and the business)
• Strong understanding of listed derivative market activities
• Compliant with confidentiality requirements
• Self-Motivated - Ability to work autonomously and be responsible for following matters through to completion
• Solution-focused, service-oriented and proactive
• Team player, open to share knowledge
• Possess a strong risk culture and reliable professional conduct
• Always have a client centric approach

Technical Competencies

• Knowledge of Microsoft Office Suite, with a heavy emphasis on Excel (pivot tables, functions, etc…)
• Expertise of listed derivatives clearing workflow from trade execution to settlement
• FIS GMI
• Knowledge of exchange GUI’s and SG internal systems (beneficial, not essential)

Business Insight

• Societe Generale is committed to offering an inclusive recruitment experience to all candidates.
• OUR CULTURE: At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation.
• D&I: 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.
• HYBRID WORK ENVIRONMENT: 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.
• COMPENSATION: 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. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.