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Relationship Onboarding Analyst

Expired Job

Societe Generale New York , NY 10007

Posted 4 months ago




Day-to-Day Responsibilities:

The role will be to assist in all eClient Services and e-Commerce onboarding, troubleshooting and reporting activities for FX and Fixed Income Cash/Derivative products:

  • Onboarding of clients on eTrading platforms (mappings, reconciliations etc..)

  • Troubleshooting and resolution of all e-trading issues (trade issues, client connectivity etc...)

  • Update of procedures, provide continuous process improvements and drive initiatives.

  • Manage stakeholder expectations via effective verbal and written communications.

  • Be proactive in identifying potential risks and escalate issues to management where appropriate.

  • Produce KPIs and capacity statistics for local and global management.

The individual will liaise with key internal and external clients such as:

  • Internal: Front Office Sales and Trading, IT, Middle and Back Offices and SG branches.

  • External: Clients and Vendors




Technical Skills:

  • Foreign Exchange and/or Fixed Income product(s) knowledge.

  • Excel at intermediate or advanced level (including Pivot Tables) is mandatory for Reconciliation and Reporting tasks.

  • Powerpoint presentation skills are required for management report generation.

  • Knowledge of vendor platforms: Bloomberg, FXALL, 360T, MarketAxess, Tradeweb and other FO execution platforms is highly preferred.

Desired / Plus: Good knowledge of the FX and FI front-to-back trade flow.



  • Organizational and record-keeping skills
  • Keeping track of open requests and follow through are essential skills in this role.
  • Analyze, prioritize and summarize key issues- To solve issues quickly and efficiently, we need to be able to analyze the situation. The team receives a lot of requests and it is essential to be able to prioritize efficiently and provide succinct feedback to our stakeholders.

  • Verbal and Written Communication skills

  • The team is the central point for all eTrading issues. We need to communicate with all type of actors: management, sales, traders, clients, risk, etc. Appropriate communication style and manner and being able to adapt your message according to the person you are talking to is imperative.
  • Ability to multitask and be a proactive team player We are a small team who prioritizes many daily tasks and works closely with each other to provide exceptional support.


Experience Needed: At least 1 year in FX and/or Fixed Income support

Desired / Plus: FX/FI E-commerce, eClient Services and/or Middle Office exposure

Educational Requirements:
Bachelors Degree in Finance or Economics

Languages: (Other than English)

Desired / Plus: French

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Relationship Onboarding Analyst

Expired Job

Societe Generale