Client Experience Associate

About the Role

As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial decisions for their future. You will also ensure the operational soundness of the branch. Your daily responsibilities will include servicing clients, accounting, and compliance-related activities.

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 collaborate with the Center Manager and team to support these efforts

Qualifications

• Bachelor’s degree in business, accounting, related field, or equivalent experience
• Proven experience in customer service and/or operational roles within retail banking, wealth management, or equivalent
• Strong decision-making, customer service, organizational, analytical, planning, and mathematical skills
• Extensive knowledge of company products, services, related operational activities, and pertinent regulations
• Ability to support and complete transactional customer requests and resolve client issues
• Requirement to maintain a Notary Public License

Skills

• Customer service
• Operational expertise
• Compliance and regulatory knowledge
• Analytical and organizational skills

Benefits

• Access to tailored professional development opportunities
• Competitive pay and benefits package
• Robust Wellness Hub
• Welcoming and inclusive work environment
• Industry-leading volunteerism policy
• Generous matching gift program
• Comprehensive Sustainability and Climate Change Initiatives
• Employee Resource Groups for networking and development

HSBC is committed to employing only those 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.