Trainee – Listed Client Facing Middle Office Representative - Others - London, United Kingdom

Societe Generale is one of Europe's leading financial services groups and a major player in the economy for over 160 years, supporting 25 million clients every day with more than 126,000 staff in 65 countries. Our Group draws on our European roots to develop our business internationally, connecting Europe and Africa with major global financial centres in Asia and the Americas.

The CFM team handles middle and back-office functions for the PSC and CTY business lines, which include prime services, commodity clearing, and global execution services. The team manages operational, administrative, financial market processing, and clearing for over 80 exchanges globally, ensuring client requirements are prioritised against market exposure while guaranteeing control and security of transaction processing in accordance with current financial legislation.

Summary of Key Purposes of the Role:

• Assist CFM team on operational queries for Listed Derivatives and FX activity, including trades and position management, client reporting, commissions and fees.
• Monitor and communicate with clients all trade life cycle events, e.g. allocations, breaks, transfers.
• Co-ordinate upcoming expiries for the team leads to ensure full client intentions are known.
• Proactively track physically delivered products at expiration; liaise with Deliveries teams.
• Manage client queries pertaining to trade life cycle and position reporting.
• Monitor key end-of-day controls to manage risk and escalate as required.
• Work with teams to develop action plans for recurring incidents and prepare post-mortems.
• Identify and resolve daily trade breaks and escalate as needed.
• Assist in completing Account opening checklist and ensure sign-off by stakeholders.
• Understand the client reporting portal and onboard clients where necessary.
• Raise external position transfer requests within the portal, ensuring approvals are in place.
• Interact and support the SG front office through participation in forums.
• Perform internal controls to manage key risk areas.
• Participate in Global and Regional communities to share best practices.

Responsibilities:

• Forge strong relationships with internal teams to remediate operational trade lifecycle queries.
• Collaborate with colleagues to find solutions and offer high-level client service.
• Proactively mitigate risk and ensure actions are in the best interest of the Company and its clients.
• Recognise established policies and propose solutions for innovation and improvement.
• Provide constructive feedback and promote simplicity and innovation.
• Demonstrate accountability, self-improvement, and actively seek feedback.
• Assist with any audit and compliance inquiries.
• Participate in the cross-training of new employees.
• Establish an environment that promotes respect for individual employees.

Qualifications:

• Degree educated within business, finance or related field.
• Excellent interpersonal skills; able to communicate convincingly at all levels.
• Attention to detail and promote a think outside the box mentality.
• Strong written documentation abilities.
• Coordination skills across teams.
• Understanding of investment banking market activities.
• Self-Motivated and able to work autonomously.
• Solution-focused, service-oriented, and proactive.
• Team player, open to sharing knowledge.
• Possess a strong risk culture and reliable professional conduct.
• Client-centric approach.
• Knowledge of Microsoft Office Suite, especially Excel.
• Basic knowledge of listed derivatives clearing workflow.
• Previous Client Service or Trade Support experience preferred.

Why join us:

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors. By encouraging open-mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. We call this Team Spirit and it’s what makes us different.

Business insight:

If you feel you have the required experience and qualifications, please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and core to the success of our business.