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German-speaking Onboarding officer Trainee
Environment
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.Mission
Description of the Business Line or Department Client On-boarding Responsibilities include supporting the business and liaising with all involved stakeholders, to coordinate new On-boarding / Off-boarding requests and perform core OBU production tasks in line with Societe Generale’s business policy, as well as regulations of the financial industry. There are two dedicated teams within OPER/CLM/KYC/NBO in charge of Societe Generale’s client requests (Principal) and Societe Generale Newedge UK’s client requests (Agency). Summary of the key purposes of the role • The Onboarding officer is responsible of the day-to-day management of the onboarding process for Principal business on Key Asset Managers. • He/she is responsible and focussed on Asset Managers’s Account Fast On Boarding Initiative. Summary of responsibilities The On Boarding officer (OBRO) will behave on behalf of the SALES as follows: • Handle the client requests • Liaise directly with key Asset Manager contacts to obtain required information/documentation (*) where needed • Launch On Boarding Request initiation in SG systems as soon as a client requests the on-boarding • Provide client visibility on the on boarding status and expected deadlines • Proactively monitor the KYC process from start-to-finish, identify and resolve issues raised • Coordinate the Legal or Credit Processes for LTA On Boardings • Coordinate proactively in or out of OPER (including SALES, PCRU, MO, BO...) Expert OB team will: • Escalate to senior members, Experts & SALES any blocking point or issues in relation to the client (difficulty to get prospectus, NAV, ...) - with a clear status of where we stand (actions already taken and details of why / where it blocks) • Immediately put Sales in the loop in case any proactively action is required, or if client expected on boarding duration won’t be met • Regularly share this document as well as any organizational change in the Expert On-Boarding team on the « Mark Up » SharePoint Level of Autonomy and Authority • Medium to High • Reports directly to the Head of UK Onboarding core production teamProfile
Work Experience • Prior experience in Onboarding or related processes in a broker or investment bank environment –good knowledge of at least one of the following is necessary: product and service offering, customer base, regulatory environment • Demonstrated ability to prioritize and work within tight and changeable timeframes • Proven track record in delivering strong level of client service from start through to completion of a client onboarding • Ability to build and cultivate good working relationships with Business Lines and Support Areas • Confident, driven, self-starter with an ability to work independently • Strong customer focus and relationship management skills • Strong analytical skills: ability to follow through on all aspects of complicated workflows, excellent attention to detail • Effective problem-solver: ability to listen to client and stakeholder requirements, anticipate, eliminate, mitigate, escalate issues as appropriate • Excellent communication skills: ability to communicate clearly and effectively to senior management, ability to present clear and concise solutions • Ability to act with urgency using powers of persuasion and good judgment to get things done • Ability to build, cultivate, and maintain good working relationships with Business Lines, Support and Control areas Languages • English Fluent • Second language would be a plus ( French, German, … )
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