INTERNSHIP - Client Services - Corporate and Investment Banking New York - United States INTERNSHIP - Client Services - Corporate and  …

SOCIETE GENERALE
à New York, NY, États-Unis
CDI, Plein-temps
Dernière candidature, 18 juil. 19
Competitive
SOCIETE GENERALE
à New York, NY, États-Unis
CDI, Plein-temps
Dernière candidature, 18 juil. 19
Competitive
INTERNSHIP - Client Services - Corporate and Investment Banking New York - United States
Job Description:

  • Develop a solid understanding of the firm's funds, products, and services
  • Help respond to clients' requests on a timely basis via email and/or phone in consultation with the Head of Client Services
  • Manage weekly and monthly mailings of reports to clients
  • Assist with client on-boarding, including identifying potential marketing material, initiating KYC, and following through to ensure documents are processed in a timely manner
  • Process Pre-Qualification Questionnaires (PQQs) to SharePoint (internal website)
  • Manage updates / additions of client information into Client Relationship Management System
  • Maintain distribution log per local compliance procedures
  • Respond to U.S. related website and local email inbox inquiries
  • Maintain client order log for ongoing review by management
  • Coordinate with primary client services team in Paris to obtain necessary documents and information to respond to client requests
  • Keep track of evolving relations with both existing and prospective clients
  • Assist in communication with the legal team to create US compliant documents
  • Assist in communication with other SG groups (research, portfolio management) to address client needs
  • Assist with scheduling meetings / conference calls for clients and relevant Lyxor professionals / groups and manage travel logistics relating to client service meetings
  • On-going research on the market of alternative investments


  • All our positions are open to people with disabilities

    Profile

    Qualifications & Experience :

  • Strong proficiency in all Microsoft Excel. VBA preferred.
  • Related part-time or intern experience would be useful. 0-1 year of experience is ideal
  • Strong verbal and written English language skills required for all client communication
  • Extremely detail oriented, accurate, and thorough
  • Accountable for all work and projects and self-directed to provide status updates to relevant parties
  • Ability to manage multiple projects simultaneously
  • Team oriented and possessing strong collaboration skills to liaise with sales, marketing, portfolio management, accounting, and senior management
  • Willingness to adhere to strict compliance procedures


  • Evolution

    Education:
  • BS/BA required


  • Environment
    Department Description:

    The Cross Asset Solutions Client Services Intern will have responsibility for communicating with existing and potential clients and managing clients' inquiries. The ideal candidate is an energetic, strategic thinker who is resourceful, organized, and driven to provide top-notch service to all clients. This position will report directly to the Head of Client Services and will have exposure to Client Relationship Managers / Sales as it relates to on-boarding of new clients

    Job code: 19000J0X
    Business unit: SG Americas Securities
    Starting date: Immediate
    Date of publication: 01/07/2019
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