Wealth Management Associate

1 week ago


Scarsdale, New York, United States HSBC Full time
About the Job

We are looking for a highly motivated and detail-oriented individual to fill the position of Wealth Management Associate - Client Experience. As a key player on our team, you will be responsible for delivering exceptional client experiences across multiple channels, including face-to-face interactions, phone calls, and digital communications.

The successful candidate will have a Bachelor's degree in business, accounting, or a related field, and at least two years of experience in customer-facing roles, preferably within wealth management or retail banking. They will also possess strong analytical and problem-solving skills, with the ability to work effectively in a team environment.

In this role, you will collaborate with cross-functional teams to develop and implement strategies to enhance client satisfaction and retention. You will also provide training and support to colleagues to ensure consistent delivery of high-quality client experiences.



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