Overview

The Client Lifecycle and Digital (CLD) Department is part of Global Banking Operations and Technology, globally overseeing the client experience across GBIS activities. Its mission is to ensure a simple-track and distinctive client journey, both on clients’ and on employees’ side, with a continuous commitment throughout the clients’ lifecycle.

Mission: As a Client Onboarding Facilitation Officer for Funds, you will handle onboarding requests for top-tier Asset Managers and Funds. Your tasks include accurately understanding client requests, initiating the internal onboarding processes and managing the workflow until completion. You will work closely with the Pilot team and Front Office, ensuring timely initiation of each request and overseeing KYC, Regulatory, and Tax processes. You will efficiently manage documents collection needs and be the main point of contact for both the Pilot team and the Front Office.

Responsibilities

• Managing Client Onboarding requests and initiating the adequate internal processes/requirements (KYC, Regulatory – including EMIR, Dodd-Frank, Tax etc.)
• Acting as a facilitator during the whole process and providing transparency to the Pilot team and other stakeholders.
• Coordinating document collection across the various due diligences, ensuring coherence of the needs and connecting with the Pilot team to request the missing documentation.
• Monitoring the pipeline of onboarding and the progress of each process to deliver an excellent service to the client.
• Escalating blocking or complex cases, organizing dedicated calls with internal stakeholders (Pilot teams, KYC & Regulatory/Tax, Front Office) to unlock difficult cases.

Profile required

• Previous experience in an Investment Bank or Financial Services Industry.
• University degree with a specialization in Banking / Finance or equivalent.
• Fluent English (written and oral); French language knowledge is considered a plus but not mandatory.
• Good cooperation skills and ability to work with multiple interlocutors of different levels/backgrounds and from various business units.
• Result-driven and quality-oriented way of working with a strong client-focus mindset.
• Assertiveness and good negotiation skills.

Why join us

• We offer: Work in a pleasant atmosphere as part of an international team in a brand-new office in the center of Warsaw.
• An active role in an international structure and the opportunity for growth.
• Access to educational platforms and language courses.
• Stability.
• Competitive salary based on seniority and skills.
• Support in quick adaptation in the company.
• Extraordinary health package with extensive dental care.
• Hybrid work (2 or 3 days per week) and a one-time bonus for home office equipment.
• Even more benefits such as meal allowance, holiday fund, sports card and insurance.

Business insight

At Societe Generale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious.

Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating and taking action are part of our DNA.

If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us!

Still hesitating?

You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.