Senior Client Solutions Specialist, Vice President - Banking operations processing - New York, New York, United States

Responsibilities

• Acts 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
• Collaborate with the business line (AE, RM, Product) and other middle office colleagues to identify and drive forward key strategies for Tier 1 client relationships
• Holds regular Operational Service Level Reviews with client base to gather feedback on the service provided by SG
• Proactively mitigates potential risks, ensuring that they act within the best interest of the Company and its clients escalating where appropriate.
• Recognizes established policies and proposes solutions to adapt situations or ideas for improvement.
• Provides constructive feedback when suggesting new ideas, promoting simplicity and innovations in a professional manner, actively contribute and embrace change implementation.
• Demonstrates accountability, ownership to evaluate and improve own performance, actively seeking feedback where applicable.
• Show pro-activity in the development of professional competences, deliverables and contributions to compliment needs and goals of the Company
• Establish an environment that promotes respect for all SG employees and adheres to the SG policies and guidelines

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

• Conduct regular client interactions, service level reviews, and heat checks to build key client relationships, monitor and document service quality levels, and drive forward client action plans
• Provide a level of escalation for operational issues for Tier 1 clients
• 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
• Serve as point of escalation for multiple client facing and internally focused project streams managed by team members to ensure deliverables are achieved as detailed in each project charter/mission statement
• Have a complete understanding of the client's activity, how and what they trade and the front to back operational processes to support this activity, comprehensive view of the client technology and reporting setup internal and external
• Own communication and coordination on major change management for their clients across operational, Technology, and Regulatory
• Proactive client production and issue management:
• To have a full view of the clients' production and to be able to identify gaps or issues in the process that require immediate involvement and resolution
• To ensure all transversal risks are being managed for these clients, including all types of breaks, position management and collateral management
• To have sufficient knowledge of the organization to be able to work with teams outside of operations to deliver on improvements or changes for the client i.e. Regulatory, Compliance, Legal, Risk
• To be able to analyze client activity and spot themes/trends that may lead to a potential process improvement internally or on the client side

Technical Tasks:
Solutions team not only has client facing relationships, but also own 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

Holistic understanding of Premium Client operations and processes

• Trade Flow
• Revenue/Brokerage Services
• Onboarding Documentation
• Margin/Cash/Collateral Management

Profile required
COMMUNICATION & PERSONAL 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
• Ability to navigate between technical, operational, and business environments and translate respective needs/wants in a clear and concise manner
• Strong organizational skills with high attention to detail
• Understanding of Investment Banking market activities and the Prime Brokerage business
• Self-Motivated - Ability to work autonomously and be responsible for following matters through to completion
• Demonstrated ability to self-identify opportunities for improvement and implement change
• Solution-focused, service-oriented, and proactive

TECHNICAL SKILLS

• Strong Microsoft Office capabilities (Excel, PowerPoint, Visio, etc.)
• Understanding of report building tools and data visualization/dashboarding tools (such as Business Objects and Power BI)
• Ability to guide stakeholders through iterative development processes from initial concept to product delivery
• Knowledge of industry standard clearing and booking systems
• Knowledge of industry allocation processes and methodologies

WORK EXPERIENCE

• Previous Client Service, Trade Support, experience in dealing with trade breaks, exchange reconciliations, or similar Middle Office experience within a similar financial institution and client facing. Specifically, within the Prime Brokerage Space with a focus on Equities and Fixed Income.
• Experience in IT project management and data science

EDUCATION

• Degree in Finance, Business Administration, Data Science or similar

Why join usBusiness insight
Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE:
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 (https://americas.societegenerale.com/en/careers/get-know-culture/)

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.
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 (https://americas.societegenerale.com/en/societe-generale-about/diversity-and-inclusion/)

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. 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.

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.