Senior Client Services Specialist

Banking operations processing

Permanent contract

Chicago, Illinois, United States

Hybrid

Salary from 81,000 to 210,000

Reference 260007WT

Start date Immediately

Publication date 2026/06/05

Responsibilities

The candidate will join the Client Facing Middle Office (CFM) Team.

The CFM team handles middle and back-office functions for the (PSC) business lines, which include prime services, commodity clearing and global execution services. The CFM team manages the operational, administrative, financial market processing, and clearing for over 80 exchanges globally. The team is held to the highest of standards, ensuring the client requirements are prioritized equally against market exposure. In addition, the CFM team guarantees the control and security of transaction processing in accordance with current financial legislation.

The execution and clearing controls of all operations performed by FO and clients
The first level of control on operations and "quality" certification
Customer Relationship Management, KYC, and all support during the life cycle of client trading activity
Keep clients informed of all regulatory changes impacting operations

Client Facing Middle Office main responsibilities and tasks:

Primary point of contact for clients regarding all operational queries for Listed Derivatives. This includes but is not limited to queries on trades and position management, client reporting, commissions and fees, regulatory topics and any ad-hoc queries that may arise during client’s activity with SG. Cash and collateral management will be handled directly by the MTR CCR team, although middle office may be involved if the client requires escalation in this area
Monitor and communicate with clients all trade life cycle events, e.g. allocations, breaks, transfers, expiry/market intentions until resolution.
Co-ordinate upcoming expiries with clients to ensure full client intentions are known leading up to expiry, and then managing the delivery process in conjunction with the deliveries team
Monitor physically delivered products at expiration; liaise with deliveries teams to ensure positions are accurately reported at the CCP.
Manage client queries pertaining to trade life cycle and position reporting
Correct exceptions on execution trades to ensure all activity is properly allocated
Operational/escalation point of contact for clients with the responsibility of maintaining and growing relationships
Responsible for client bookings in relevant product databases versus external clearing houses/systems
Preform and monitor key end of day controls to ensure that all risks are mitigated
Fully understand booking rules and their impact on risk to firm during trade lifecycle
Process and monitor post-execution allocation of all listed derivative transactions
Proactively contact Brokerage Desks / Trading Assistants / Client Trade Support groups throughout the day to ensure bunched order allocations are received prior to the clearing house cut-off times
Monitor & accept give-in trades from other FCM’s for clearing accounts
Establish and assist with client check outs as needed
Maintain accurate static data between clearing systems to allow straight-through-processing
Develop action plans for recurring incidents, prepare post-mortems as required
Identify / analyze / rectify issues related to the flow of information and data into the relevant systems
Investigate and resolve daily trade breaks and escalate when needed.
Process client position transfers ensuring all approvals and procedures have been captured
Responsible for operational client onboarding and introduction of client to support teams
Continuous interaction with clients to improve their experience with SG, partnering with clients on process improvements (SG and client side) and automations where possible
Ability to set up client users and standard client reporting in the SG Markets Prime portal
Capable of presenting system demos for clients
Interact and support the SG front office through participation in forums such as business committees, client onboarding discussions and ongoing client profitability analysis
Monitor internal controls in order to manage the key risk areas
Monitoring of key KPI to ensure that risks are being controlled appropriately and any trends are reported and action plans are established
Monitor operational risks (e.g. exceptions follow-up, pending trades, top day/historical). Ensure key risk items have been tracked, monitored, and resolved.
To participate in (or lead where applicable) any projects that impact the ETD products
Participate in Global and Regional communities to share best practices

Profile required

Competencies

Excellent interpersonal skills; able to communicate convincingly at all levels within the bank
Attention to detail and promote a think outside the box mentality
Strong written documentation abilities
Coordination skills (across and between the teams in OPER and the business)
Strong understanding of listed derivative market activities
Compliant with confidentiality requirements
Self-Motivated - Ability to work autonomously and be responsible for following matters through to completion
Solution-focused, service-oriented and proactive
Team player, open to share knowledge
Possess a strong risk culture and reliable professional conduct
Always have a client centric approach

Technical Competencie:

Knowledge of Microsoft Office Suite, with a heavy emphasis on Excel (pivot tables, functions, etc…)
Expertise of listed derivatives clearing workflow from trade execution to settlement
FIS GMI
Knowledge of exchange GUI’s and SG internal systems (beneficial, not essential)

Business 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

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.

Diversity and Inclusion

Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.

Senior Client Services Specialist

Permanent contract

Chicago, Illinois, United States

Hybrid

Salary from 81,000 to 210,000

Responsibilities Profile required Business insight Diversity and Inclusion

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