Mid-Level
Client Outreach Analyst
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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
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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
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Create and maintain customer information, documents and product / limit requests in various databases/systems
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Contribute to firm-wide projects related to integration, new systems, data remediation, and new regulations
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Work closely with the front office, providing continuous feedback on status of accounts,and meet with prospective clients both in-person and remotely
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Help the front office bring in new business swiftly and accurately, finding custom solutions to clients’ needs
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Participate in committees and meetings as required related to clients, on-boarding coordination, new activities, products and exchanges
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Learn a variety of systems, hone expertise, and provide demos to other departments
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Implement new processes and participate in the launch of new systems
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