Client Experience Associate
2 weeks ago
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
The Client Experience Associate supports retail operational, service, accounting and compliance-related activities within a Wealth Center. Manages completion of Wealth Center transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel and works with Center Manager and the center team to support these efforts.
As our Client Experience Associate you will:
- Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions
- Ensure the overall appearance of the Wealth Center is appropriate and proper stocking and placement of collateral
- Manage the provision of service to Wealth Center customers. Identify potential process improvements to ensure achievement of Wealth Center performance targets
- Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally
- Complete accounting-related responsibilities for the center including regular cash control activities (ATM processing, current transaction system reconciliations, negotiable instruments) and general ledger account maintenance and reconciliation
- Ensure adherence to established customer interaction standards for every transaction
- Support Center Manager with compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
Requirements
You'll likely have the following qualifications to succeed in this role:
- Minimum of two years proven and progressive customer service and or operational experience within a retail banking, wealth management or equivalent
- Bachelor's degree in business, accounting, related field or equivalent experience
- Proven decision making, customer service, organizational, analytical, planning and mathematical skills
- Sound knowledge of Company products and services offered within the Wealth Center system, related operational activities and pertinent regulations
- Ability to support and complete transactional customer requests and resolve client issues
- Foreign language skills, such as Mandarin is required
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
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