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About the Role
As a Client Experience Associate, you will help new and current Wealth Center customers feel comfortable during 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. This role is crucial in supporting customers with their financial needs and ensuring a premium client experience.
Responsibilities
- Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions
- Promote the use of alternative delivery channels
- Own 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
- Previous banking experience, including operations and customer service experience
- Bachelor’s degree in business, accounting, related field or equivalent experience
- Good experience in 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 branch 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
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Skills
- Customer service
- Operational experience
- Decision making
- Organizational skills
- Analytical skills
- Planning skills
- Mathematical skills
Location
- US
Work Type
- Full-time
Experience Level
- Previous banking experience
- Good experience in customer service and/or operational experience
Education Level
- Bachelor’s degree in business, accounting, related field or equivalent experience
Salary/Compensations
- Competitive pay and benefits package
Benefits
- Tailored professional development opportunities
- Robust Wellness Hub
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
About the Company
- HSBC's purpose is Opening up a world of opportunity.
- HSBC uses its unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for its more than 40 million customers.
- HSBC is bringing together the people, ideas, and capital that nurture progress and growth, helping to create a better world for its customers, people, investors, communities, and the planet.
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.