Client Experience Associate
About The Position
The Client Experience Associate helps new and existing Wealth Center customers feel comfortable as they make significant financial decisions, while ensuring the branch operates soundly. The role includes customer service, branch transactions, accounting, and compliance-related activities. The associate owns the customer experience within the branch, promotes alternative delivery channels, resolves service and operational issues, and works with the Center Manager and center team to provide a premium client experience. Applicants must be legally authorized to work in the United States; HSBC will not provide immigration sponsorship. The role requires maintaining a Notary Public License.
Requirements
- Bachelor’s degree in business, accounting, a related field, or equivalent experience.
- Good customer service and/or operational experience within retail banking, wealth management, or an equivalent environment.
- 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.
- Must maintain a Notary Public License.
- Must be legally authorized to work in the United States; immigration sponsorship is not available.
Responsibilities
- Greet and assist customers visiting 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 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.
- Work with the Center Manager and center team to support a premium client experience.
Benefits
- Tailored professional development opportunities.
- Competitive pay and benefits package.
- Robust Wellness Hub.
- Industry-leading volunteerism policy.
- Matching gift program.
- Sustainability and Climate Change Initiatives.
- Employee Resource Groups for employee development and networking.
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What This Job Offers
Job Type
Full-time
