Description
As a Client Experience Associate, you'll help Wealth Center customers make significant financial decisions and ensure the branch's operational soundness.
Your daily responsibilities include servicing clients, accounting, and compliance-related activities.
Key tasks:
- Greet and assist customers with scheduled appointments and financial transactions
- Promote alternative delivery channels
- Own the customer experience within the branch, ensuring service excellence and timely issue resolution
- Ensure branch activities comply with regulations and policies
- Support retail operational, service, accounting, and compliance-related activities
- Manage branch transactional activities
- Provide a premium client experience within the Wealth Center channel
Requirements:
- Bachelor's degree in business, accounting, or a related field, or equivalent experience
- Experience in customer service and/or operations within retail banking, wealth management, or equivalent
- Proven decision-making, customer service, organizational, analytical, planning, and mathematical skills
- Extensive knowledge of company products and services, related operational activities, and pertinent regulations
- Ability to support and complete transactional customer requests and resolve client issues
- Notary Public License required
As an HSBC employee, you'll have access to professional development opportunities, a competitive pay and benefits package, and a robust Wellness Hub.