Client Services Representative, Cash Equity Prime Brokerage

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Societe Generale
  • 16 Mar 18 2018-03-16

Client Services Representative, Cash Equity Prime Brokerage


SG CIB is the Corporate and Investment Banking arm of the Société Générale Group. Present in over 50 countries across Europe, the Americas and Asia. SG CIB provides corporate, financial institutions, investors and public sector clients with value-added integrated financial solutions.

The Client Service team is composed of Client Service Representatives servicing clients including Banks, Hedge Funds, Asset Managers and Corporations. The team serves as the main operational point of contact for the post-trade Prime Clearing services platform.


Primary Objectives:

  • Responsible as the main operational contact for a portfolio of key client relationships, act as the point of entry for post-trade services and deliver focused and impactful solutions to our Clients. Client satisfaction is the key factor of success
  • Identify pain points and specific needs from Clients, track accordingly in the Group CRM framework, and coordinate within the Cash Equity Prime Brokerage platform and externally when required (administrators, vendors, etc) to drive the resolution of any incident, and ensure long term solutions are implemented
  • Develop an expertise of the Client's operation, the specific setups, and maintain client procedures up to date (know your client) to provide value added improvements to the service delivered
  • Observe at all time the highest standards of professionalism in any written and verbal communications with our Clients and within the firm
  • Maintain relevant knowledge of developments within the industry on regulations and operations (products, technology…etc) and demonstrate a genuine interest in the business serviced
  • Cover a secondary Client portfolio as part of the Client Services team cross-coverage in a pro-active and professional manner. Concurrently train teammates regularly and pro-actively to ensure the Client portfolio assigned is perfectly backed up within the team
  • Identify key improvements for the Cash Equity Prime Brokerage platform, and help along with the Product Development team to drive CTB efforts
  • Enforce Follow The Sun protocols for inbound / outbound Clients as assigned per departmental procedures
  • Perform regular Client Service Level Review, and provide supporting Client Analysis.
  • Manage the Client Service (CS) operational on-boarding for new client accounts per the CS management guidelines
  • Report and Escalate regularly significant issues and blocking points to department manager
  • Maintain up to date procedures of the tasks covered, and make sure to adhere to the Group policies
  • Demonstrate a continuous improvement culture i.e. propose ideas and observe a collaborative mindset
  • Define training needs and promote inter-department cross learning

Operational Risk & Regulatory Responsibility:
  • Observe procedures and best practices to reduce occurrence and severity of potential mistakes, escalate issues promptly to Management and participate in the continuous improvement of processes.


Key Skill Areas & Knowledge Required:

  • 2+ years' experience on Prime Brokerage Cash Equity
  • Previous experience in a client facing role position
  • Good interpersonal and communication skills, sense of service, and flexibility are essential requirements
  • Knowledge of MS Office
  • Fluent in written and spoken English and Korean