Client Experience Associate
About the position
As the Client Experience Associate at HSBC, you will play a crucial role in supporting retail operational, service, accounting, and compliance-related activities within a Wealth Center. Your primary responsibility will be to manage the completion of branch transactional activities while also supporting clients with alternative delivery channel options. This position is designed to ensure a premium client experience within the Wealth Center channel, and you will work closely with the Center Manager and the center team to support these efforts. Your contributions will help to open up a world of opportunity for our customers, leveraging HSBC's unique expertise and capabilities to nurture progress and growth in the communities we serve. In this role, you will be expected to maintain a high level of customer service and operational efficiency. You will be responsible for handling various transactional requests from clients, resolving issues, and ensuring compliance with relevant regulations. Your ability to make sound decisions and provide exceptional service will be key to your success. Additionally, you will be required to maintain a Notary Public License, which is essential for facilitating certain transactions within the Wealth Center. HSBC is committed to providing a competitive Total Reward Package, which includes a mix of fixed and variable pay, as well as a wide range of flexible benefits designed to enhance your health, well-being, finances, and lifestyle. You will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow, and you will be empowered to engage with the communities we serve through various volunteerism initiatives and sustainability programs.
Responsibilities
? Support retail operational activities within the Wealth Center.
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? Manage completion of branch transactional activities.
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? Ensure a premium client experience within the Wealth Center channel.
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? Assist clients with alternative delivery channel options.
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? Work with the Center Manager and team to enhance client service efforts.
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? Resolve client issues and support transactional customer requests.
Requirements
? Minimum of two years proven and progressive customer service and/or operational experience within retail banking, wealth management, or equivalent.
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? Bachelor's degree in business, accounting, related field, or equivalent experience.
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? Proven decision-making, customer service, organizational, analytical, planning, and mathematical skills.
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? Sound knowledge of company products and services offered within the branch system, related operational activities, and pertinent regulations.
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? Ability to support and complete transactional customer requests and resolve client issues.
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? Required to maintain a Notary Public License.
Nice-to-haves
Benefits
? Competitive pay and benefits package.
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? Access to a robust Wellness Hub.
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? Tailored professional development opportunities.
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? Industry-leading volunteerism policy.
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? Generous matching gift program.
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? Comprehensive program of immersive Sustainability and Climate Change Initiatives.
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? Employee Resource Groups for networking and development.
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