What are the responsibilities and job description for the Client Experience Associate position at HSBC?
Job Description
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.
As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial decisions for their future. You will also ensure the operational soundness of the center. Your daily responsibilities will be servicing clients, accounting and compliance-related activities. To thrive in this job, you need to have any previous banking experience, including operations and customer service experience.
As our Client Experience Associate you will:
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:
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.
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.
As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial decisions for their future. You will also ensure the operational soundness of the center. Your daily responsibilities will be servicing clients, accounting and compliance-related activities. To thrive in this job, you need to have any previous banking experience, including operations and customer service experience.
As our Client Experience Associate you will:
- Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions
- Promote the use of alternative delivery channels
- Be the owner of the customer experience within the center ensuring service excellence and timely resolution of service and operational issues
- Ensure all center activities comply with all applicable regulations, and policies
- Be able to perform work you’re proud of since you will be playing a part in helping our customers with their financial needs in the next step in their life’s
- Support with retail operational, service, accounting and compliance-related activities within the Wealth Center
- Manage the completion of center transactional activities
- Ensure a premium client experience within the Wealth Center channel and work with the Center Manager and the center team to support these efforts
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:
- Bachelor’s degree in business, accounting, related field or equivalent experience
- Minimum of two years proven and progressive customer service and or operational experience within a retail banking, wealth management or equivalent
- Proven decision making, customer service, organizational, analytical, planning and mathematical skills
- Extensive knowledge of Company products and services offered within the center system, related operational activities and pertinent regulations
- Ability to support and complete transactional customer requests and resolve client issues
- Will be required to maintain a Notary Public License
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.
Salary : $47,400 - $71,000
