Client Outreach Analyst

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