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About the Role
As a Client Experience Associate, you will help new and current Wealth Center customers feel comfortable while making significant financial decisions and ensure the operational soundness of the branch. Your daily responsibilities will include servicing clients and performing accounting and compliance-related activities. You will play a part in helping our customers with their financial needs.
Responsibilities
- 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 branch ensuring service excellence and timely resolution of service and operational issues
- Ensure all branch activities comply with all applicable regulations, and policies
- Support with retail operational, service, accounting and compliance-related activities within the Wealth Center
- Manage the completion of branch 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
Requirements
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
- Will be required to maintain a Notary Public License
Skills
- Decision making
- Customer service
- Organizational
- Analytical
- Planning
- Mathematical skills
- Extensive 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
Location
- US
Work Type
- Full-time
Experience Level
- Good experience in customer service and or operational experience within a retail banking, wealth management or equivalent
Education Level
- Bachelor’s degree in business, accounting, related field or equivalent experience
Benefits
- Access to tailored professional development opportunities
- Competitive pay and benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Empowerment to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
About the Company
- 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.
- 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!
Equal Opportunity
- 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.