Responsibilities
The Client Solutions Team Lead supports the Prime Services and Clearing businesses for Premium Tier clients across Agency Execution & Clearing for listed derivatives & FX. They are responsible for implementing all necessary means to ensure operational efficiency and enhancing the customer experience through control monitoring, root cause analysis and innovative technology for the premium client base.
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 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.
- Manage the day-to-day production of listed derivative activity and the entire front to back trade flow.
- Play a leading role in the Listed Derivative transformation initiatives ensuring that operations are part of the decisions made and can deliver on the transformation with only positive impact to the efficiency of the teams and service delivered to clients.
Technical Tasks:
The Solutions team not only has Client Facing relationships, but also 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.
- Comprehensive understanding of SG’s technology architecture as means to satisfy client/staff operational needs.
Team Lead Tasks:
- Monitor team workload and allocate new premium clients based off weighted assignments and client type.
- Ensure frequent communication of projects, Service Level Review scores, risks and issues to relevant stakeholders and management.
- Development of team through projects and learning opportunities.
- Work closely with:
- Front office account executives to ensure service and client needs are met.
- Middle office and ops management to ensure Premium monitoring and operational, administrative, financial market processing, and clearing (of over 80 exchanges) are met to the highest standards.
- Ensure account managers maintain and build client operational relationships, including any support during the post-trade life-cycle of the transactions.
- 2nd Level Escalation.
Profile required
SKILLS AND QUALIFICATIONS:
Must Have:
- General/Technical Skills:
- Previous experience in people/team management.
- 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.
- Solution-focused, service-oriented, and proactive.
- Self-Motivated - Ability to work autonomously and be responsible for following matters through to completion.
- Understanding of Investment Banking market activities and the agency business.
- Strong Microsoft Office capabilities (Excel, PowerPoint, Visio, etc.).
- Years of Experience: Minimum 10 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.
- Understanding of listed derivatives clearing workflow from trade execution to settlement or other asset classes.
- Knowledge of industry allocation processes and methodologies.
- Knowledge of industry standard clearing and booking systems.
- Language(s): French.
Why join us
Business insight:
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.
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:
For most positions, Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site.
COMPENSATION & SALARY RANGE:
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.