# Client Experience Associate

**Company**: Intl Wealth & Premier Banking
**Location**: Bellevue, Washington
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612260411?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_6a68b0ef-87c

## Description

As our Client Experience Associate, you'll help new and current Wealth Center customers feel comfortable while making significant financial decisions for their future. You'll ensure the operational soundness of the branch.

Your daily responsibilities will include servicing clients, accounting, and compliance-related activities. Previous banking experience, including operations and customer service experience, is required.

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 applicable regulations and policies

- Support 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 center team to support these efforts

Qualifications:

- 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 offered within the branch system, related operational activities, and pertinent regulations

- Ability to support and complete transactional customer requests and resolve client issues

- Notary Public License required; Mandarin is a plus

Benefits:

- Competitive pay and benefits package

- Robust Wellness Hub

- Industry-leading volunteerism policy

- Generous matching gift program

- Comprehensive program of immersive Sustainability and Climate Change Initiatives

## Skills

### Required
- customer service
- operations
- accounting
- compliance
- analytical skills
- decision-making

### Nice to have
- Mandarin

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612260411?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)