TRAINEE: Client Lifecycle Manager

ENGAGE & ADVOCATE

• Own the end-to-end pre- and post-trade lifecycle relationship for an assigned portfolio of GBIS Strategic and Target clients validated with the business, acting as a senior point of contact for clients, Front Office and delivery teams.

• Build trusted relationships across client, Front Office, GBTO and control stakeholders; understand the client operating model, priorities, lifecycle setup, open issues and forward agenda.

• Plan and lead client service reviews where applicable for eligible clients, manage client feedback where relevant, translating discussions into decisions and measurable actions.

• Represent CCS and Societe Generale in client meetings and governance forums, and foster collaboration across business lines, functions and regions, where required.

• Coordinate complaints and escalations through containment, clear communication, root-cause analysis, action planning, remediation and sustainable closure, escalating significant issues to senior governance where appropriate.

COORDINATE

• Oversee onboarding, material lifecycle changes and offboarding across KYC/AML, Legal, Tax/Regulatory, Credit, product enablement, operational setup and static data, with clear governance, priorities, dependencies and escalation routes.

• Implement and operate control frameworks for onshore oversight of offshore delivery, using agreed service levels, performance indicators, issue and risk reporting, governance and escalation; offshore management retains accountability for team management and delivery.

• Enable revenue generation by accelerating time-to-market for new business, delivering tailored pre/post trade solutions that meet client needs while maintaining strong risk and control standards

IMPROVE

• Proactively identify recurring incidents, operational risks, control weaknesses and inefficiencies; drive root-cause remediation, implementation and benefits validation through sustainable closure.

• Own improvement of client referential and static-data integrity, process hand-offs and data-management controls across relevant systems for clients under mandate.

• Promote appropriate digital tools, automation, self-service and standard solutions that respond to feedback, improve client experience and support scalable delivery.