Client Experience Associate

HSBC Global Services Limited • Town of Amherst, NY

3d

About The Position

The Client Experience Associate helps new and current Wealth Center customers feel comfortable while making significant financial decisions and supports the operational soundness of the branch. The role involves client service, accounting, compliance, retail operations, and transactional activities. The associate owns the customer experience in the branch, supports timely resolution of service and operational issues, and works with the Center Manager and center team to deliver a premium client experience.

Applicants must be legally authorized to work in the United States. HSBC will not provide immigration sponsorship for this position. The associate is required to maintain 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 setting.
• 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 applicable 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; HSBC will not provide immigration sponsorship.

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 completion of branch transactional activities.
• Support a premium client experience within the Wealth Center channel in collaboration with the Center Manager and center team.
• Help customers with their financial needs during significant life decisions.

Benefits

• Tailored professional development opportunities.
• Competitive pay and benefits package.
• Wellness Hub.
• Welcoming and inclusive work environment.
• Volunteerism policy and matching gift program.
• Sustainability and Climate Change Initiatives.
• Employee Resource Groups for development and networking.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level