Client Experience Associate
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Job Location:
Buffalo, WY - USA
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
In compliance with applicable laws HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
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 new kinds of opportunity for our more than 40 million customers. Were 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 youll help new and current Wealth Center customers feel comfortable while theyre making significant financial decisions for their future. You will also ensure the operational soundness of the 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 branch ensuring service excellence and timely resolution of service and operational issues
- Ensure all branch activities comply with all applicable regulations and policies
- Be able to perform work youre proud of since you will be playing a part in helping our customers with their financial needs in the next step in their lifes
- 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
- Be required to maintain a Notary Public License
Youll likely have the following qualifications to succeed in this role:
- Bachelors 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
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 and inclusive work environment. You will be empowered to drive HSBCs 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. Youll 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!
Your final fixed pay offer will depend on the candidate and several variables including but not limited to role responsibilities skill set depth of experience and education licensing/certification requirements internal relativity and specific work location.
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.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.
