Client Experience Associate

2 months ago

Cupertino, United States HSBC Full time

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. Were 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.

Supports retail operational, service, accounting and compliance-related activities within a Wealth Center. Manages completion of branch 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 the Client Experience Associate, you will:

  • Ensure the overall appearance of the branch is appropriate and proper stocking and placement of collateral
  • Manage the provision of service to branch customers. Identify potential process improvements to ensure achievement of branch performance targets
  • Manage and support the customer experience within the Wealth Center ensuring service excellence and timely resolution of service and operational issues
  • Support clients and team members through account opening and maintenance to ensure compliance with all bank Know Your Customer/KYC and operational standards
  • 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
  • Managing and having overall responsibility for servicing activities within a larger center and the inherent greater volume and complexity of problems and issues in a center of this size
  • Support Center Manager with HSBC internal control standards, compliance, operational risk controls including timely implementation of internal and external audit points together with any issues raised by external regulators.

For this role, HSBC targets a fixed pay range between $55,000.00 to $72,500.00

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 employees 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.

Youll 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
  • Bachelors 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 branch 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 and/or Cantonese are 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 HSBCs 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. Youll 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 race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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