Client Service Representative
Societe Generale Private Banking
18d ago


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


Description of the Business Line or Department

Prime Client Services is responsible for customer support covering Mark New Primes Listed Derivatives, Foreign Exchange, OTC, Equities and Fixed Income activity.

Summary of the key purposes of the role

Day to day operational account coverage of the prime client base

  • Offering Single point of contact for a dedicated set of clients to be provided by team manager
  • Ensuring relationships are maintained with the dedicated client base and all internal stakeholders
  • Level of Autonomy and Authority

  • Responsibility for ensuring that you are fully aware of and adhere to internal Policies that relate to you, your business or other businesses for which you have any level of responsibility.
  • It is your responsibility to ensure compliance with operational risk requirements (e.g. Golden rules, security policies and regulatory requirements).

  • Responsibility for managing, controlling, preparing and escalating risk within the scope of your position.
  • Responsibility for reading, understanding and complying with the Company’s Conduct and Standards and corresponding regulations.
  • You will be notified of changes to policies in a timely manner through announcements and / or intranet updates.

  • Act with integrity and due skill, care and diligence in carrying out your duties. Your actions should always be able to satisfy high standards of scrutiny.
  • Observe proper standards of market conduct. Responsibility to ensure that you take reasonable steps to be fully aware of, understand and comply with all regulatory requirements from all regulatory bodies that are applicable to your business.
  • In the event of any doubt about your role, responsibilities or questions surrounding escalation, please refer to your direct report or local management immediately
  • Competencies

    Working within the Client Services team you will be asked to perform following duties :

  • Day to day account management for clients on world-wide markets including :
  • o trades and cash breaks monitoring and clearing

    o Balance conversions

    o Collateral managements, brokerage and interests queries, cash adjustments, IT queries, static data, corporate actions, dividends

  • Management of the daily client margin calls and treasury reports
  • Dealing with the daily client files for reporting purposes
  • Client liaison regarding exercises / assignments, first notice and last trading day notification and tracking, expirations and physical deliveries management.
  • Client liaison regarding cash management, interest, commissions and fees
  • Dealing with all queries from clients ensuring problems are resolved promptly and efficiently
  • Supporting and developing the Management of client relationships, including visits, Service Level reviews, keeping up to date records on client issues, minutes, hierarchy structure, development and problems
  • Develop and maintain the relations between CS / Ops and the business lines, Account Executives and the Relationship Management group
  • Demonstrate, promote and foster a strong working relationship between CS / Ops and other support functions
  • Escalate material problems and issues in a professional manner to your direct reporting line
  • Have a detailed knowledge of SG Portal offering and able to assist and help the client and the team to utilise its full functional suite.
  • Use Management Information System (MIS) and Know Your Client (KYC) reporting
  • Participate in projects to improve processes and workflows
  • Any other ad hoc tasks as required for the role
  • Ensure Financial Crime prevention and Compliance procedures (Compliance manual) are applied, enforced and followed
  • Take ownership for your own training ensuring you are fully competent on all areas that impact your role.
  • Ensure you keep an open communication channel with your supervisor and / or manager throughout the day, escalating any issue that is outside of normal day to day activity
  • Product Coverage

    In-depth knowledge of all products traded by Prime clients.

    Experience of Client Services

    Listed Derivatives (Futures and Options)

    Working knowledge of FX and OTC, Equities and fixed Income

    Understanding of market risk associated to trading activity.

    Understanding of clearing workflows (from trading to settlement)

    Technical / Systems knowledge

    GMI (AS400), Kondor, Clearvison and allocation tools

    Understanding of the reconciliation tools and process

    Experience with electronic trading platforms

    Microsoft Office package knowledge is essential (Excel, Word s basic; Visio and PowerPoint a plus)

    Person Skills

    Team player and ability to work under pressure within a challenging area. Quick learner, committed, persistent and showing tenacity

    Responsible Employee who takes ownership and demonstrates a Can-Do attitude in their daily role

    Individual who takes pride in their work and who is able to express and communicate themselves in a clear and concise manner

    Be a team player - hard working ethic who can build relationships with internal and external clients

    Individual who has the ability to think out of the box and contribute to continual business process improvement

    Good adaptability to new systems and able to propose new ideas of how workflow can be managed


    Degree level is preferable

    French Desirable

    Any other languages are preferable

    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.

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