Onboarding Specialist

DAY-TO-DAY RESPONSIBILITIES:

• Lead the client onboarding project and coordinate with other departments to ensure all customer requirements.
• Provide clients and potential clients with information about available electronic trading systems.
• Determine client order execution requirements by analyzing the number of users, required markets and trading style.
• Pass any issues affecting Operations to the Clearing Client Services units.
• Propose solutions to Sales for delivery to client.
• Draft project plan with phases, milestones, etc. for approval by Sales and within e‑Solutions.
• Implement selected solution as a project within e‑Solutions.
• Identify client point of contact.
• Manage authorization process.
• Prepare cost estimates.
• Track documentation.
• Determine exchange membership status.
• Verify any preferred exchange pricing.
• Obtain client limit request approval from Risk Management.
• Perform UAT with client.
• Brief support desk on client details so they are prepared to render Tier 1 assistance.
• Pass account reference information to Operations along with any other special client instructions.
• After completion of project turn over all documentation and brief e‑Solutions account management personnel to ensure on-going operations continue smoothly.

Identify potential issues related to compliance including Dodd‑Frank regulations

• MS Word, Excel, PowerPoint, MS Project a plus
• Experience with TT, Fidessa, CQG or similar trading platforms a plus.
• Project Management experience

• NFA Series 7
• NFA Series 3

• 5 + years of Brokerage industry experience; preferably, supporting online transactions.
• Understanding of exchange connectivity such as MPIDs and mnemonics requirements.
• Knowledge of the investment industry and knowledge of investment compliance.
• Ability to gather and assess client needs and to translate them in a logical and practical set of project tasks.
• Ability to run meetings: project plans, minutes, manage client expectations etc…
• Solid presentation skills.
• Experience in application support, analysis and troubleshooting as well as experience with software testing and user training.
• The ability to work effectively in a global team environment.
• Derivatives Trading (Understanding symbols, exchanges, price formats).
• Ability to learn new technologies.
• Excellent communication skills - both verbal and written
• Must be detailed oriented and able to work on multiple projects at a time.
• Previous Business Analysis and Project Management experience.
• Firm understanding of regulatory environment

Experience Needed:

• 5 + years of Brokerage industry experience; preferably, supporting online transactions.

Desired / Plus:

Educational Requirements: Bachelor’s Degree or equivalent

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.

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 ()

Our DIB Mission:
Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link:

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.