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Internship - Client On-Boarding

Societe Generale

Internship - Client On-Boarding

Chicago, IL
Internship
Paid
  • Responsibilities

    INTERNSHIP - Client On-Boarding Société Générale 1,387 reviews - Chicago, IL Internship Environment Client On-Boarding, is a dynamic team of industry professionals who work collaboratively with senior management, sales teams, legal, and risk to facilitate Societe Generales new business pipeline. The team leverages their expertise, experience, technology, and relationships across the firm to manage the end-to-end client on-boarding process. Mission The primary focus of this role will be to assist the New Business On-Boarding team in various account processes. Initial day to day responsibilities include: * Work closely with the front office, providing continuous feedback on status of accounts, and work with prospective and existing clients providing them an update * Coordinate the customer account on-boarding processes ensuring efficient workflow and rigorous follow-up with various departments including KYC, Credit/Risk, Legal, E-Solutions, Client Services and REF Data in North America and globally * Learn a variety of systems, hone expertise, and learn the ob process * Locate specific client unique identifiers and relay the status to the team as well as the front office teams. * Track the status of the client cases created in the back office workflow tool * Follow up with the front office on the status of specific client cases * Analyze data from various systems to produce Key Performance Indicators for the team on a weekly and monthly basis. Profile Required: * Excellent organizational and time-management skills * Manage long-term tasks and projects while tracking many moving parts * Strong sense of urgency * Ability to ensure the day-to-day maintenance of client records * Ability to convey complex data and concepts in a clear manner * Ability to follow direction and work as a member of a team * Deliver on assignments with maximum speed and precision * Clearly and transparently communicate to stakeholders the status of work and any issues * Recognize when to escalate issues * Take initiative and ownership of tasks * Engage with the team, ask questions, and document answers to be leveraged going forward * Advanced Microsoft skills * 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 ones comfort zone * Navigate new territory without a roadmap and be able to teach findings to others * Take excellent notes Preferred: * Experience in administration, financial industry * A basic understanding of financial products (Equities, Fixed Income, OTC, Futures, Options, etc.) Evolution Required: * Currently pursuing or recent completion of a Bachelors or other higher degree Preferred: * Prior internship or office experience * Related coursework in Business Management, Finance, and related fields. 6 hours ago - save job - original job Apply On Company Site Other jobs you may like Analyst Internship Source One Management Services, LLC - Chicago, IL 2 days ago Easily apply ABC7 (WLS-TV) Chicago Internships, DATG (IL)... Media Networks - Chicago, IL Disney - 2 hours ago Import Billing Intern Kuehne

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  • Industry
    Financial Services