Client Outreach Analyst

Banking operations processing

Permanent contract

Montreal, Quebec, Canada

Hybrid

Reference 26000EWV

Start date 2026/09/28

Publication date 2026/07/31

Responsibilities

Coordinate the customer and internal account on-boarding & off-boarding processes for SGAS & SGCC ensuring efficient workflow and rigorous follow-up with various departments including KYC, Credit/Risk, Legal, E-Solutions, Treasury, Client Services and Business Data in North America and globally
Analyze and determine account documentation required based upon counterparty type and products traded as well as approving adequacy of account documentation and financial information received from prospective customers
Create and maintain customer information, documents and product / limit requests in various databases/systems
Contribute to firm-wide projects related to integration, new systems, data remediation, and new regulations
Work closely with the front office, providing continuous feedback on status of accounts, and meet with prospective clients both in-person and remotely
Help the front office bring in new business swiftly and accurately, finding custom solutions to clients’ needs
Participate in committees and meetings as required related to clients, on-boarding coordination, new activities, products and exchanges
Learn a variety of systems, hone expertise, and provide demos to other departments
Implement new processes and participate in the launch of new systems

Profile required

Required:

INDIVIDUAL

Strong sense of urgency
Excellent organizational and time-management skills
Manage long-term tasks and projects while tracking many moving parts
Deliver on assignments with maximum speed and precision
Be flexible to switch gears in an environment of constantly changing priorities
Recognize when to escalate issues
Quickly contribute at a high level
Strong ethical code
Make decisions based on the balance between commercial concerns and risk to the firm

TEAM

Committed to the team and the team’s success
Willing to help teammates and stay late when necessary
Reliable, able to earn people’s trust
Take initiative and ownership of tasks
Engage with the team, ask questions, and document answers to be leveraged going forward

LEARNING

Quickly learn and adapt to new and changing systems, processes, procedures, rules and regulations
Resourceful, able to find solutions and learn independently when appropriate
Eager to tackle new tasks outside one’s comfort zone
Navigate new territory without a roadmap and be able to teach findings to others
Take excellent notes
Strong analytical, comprehension and retention skills
Absorb and apply complex concepts

IMPROVEMENT

Find new ways to add value both individually and as a team
Thrive in an environment of change and continuous improvement
Automate processes
Look for creative solutions to improve performance and productivity

SOCIAL INTERACTION

Effectively communicate with internal and external clients, teammates and management
Persistently follow up to urge people to perform actions without creating conflict
Maintain positive relationships with many personality types
Remain cool under pressure, project an aura of calm in stressful situations
Be respectful and highly professional in all forms of communication
Openly share knowledge with others
Be clear and transparent to stakeholders on status of work and any issues

Preferred:

Client facing experience and public relations skills
Advanced Microsoft Excel Skills
Strong data manipulation and metrics gathering skills
Strong sense of art design when creating charts, graphs, and slides
Polished public speaking/presentation skills
Wide breadth of financial knowledge: Equities, Fixed Income, OTC, Futures, Options, etc.
Well-versed in recent regulatory changes, e.g. Dodd Frank, FATCA, FinCEN
Knowledge of legal documentation related to account opening
Familiarity with KYC
Familiarity with compliance regulations

PRIOR WORK EXPERIENCE

Required:

2 - 5 years in the financial industry

Preferred:

Client On-Boarding or Client Services
Sales or Teaching
Trading desk/floor

EDUCATION

Required:

Bachelor’s Degree or experience in financial industry

Preferred:

Bachelor’s Degree in Finance or related field
MBA or Law degree

LANGUAGE:

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Due to US Federal Securities law that may apply to this position, candidates who will apply for this position may be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority ("FINRA").

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

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. We strive to write our postings as inclusively as possible. If, however, one gender is used alone in this display, it designates persons of all gender identities.

Client Outreach Analyst

Permanent contract

Montreal, Quebec, Canada

Hybrid

Responsibilities Profile required Business insight Diversity and Inclusion

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