Client Experience Associate

• Ensure the overall appearance of the Wealth Center is appropriate and proper stocking and placement of collateral
• Manage the provision of service to Wealth Center customers. Identify potential process improvements to ensure achievement of Wealth Center performance targets
• Live and represent the brand
• exemplify the five brand attributes of being perceptive, progressive, responsive, respectful, and fair, both internally and externally
• Complete accounting-related responsibilities for the center including regular cash control activities (ATM processing, current transaction system reconciliations, negotiable instruments) and general ledger account maintenance and reconciliation
• Support Center Manager with compliance, operational risk controls in accordance with HSBC or regulatory standards and policies
• and optimize relations with regulators by addressing any issues

• Minimum of two years proven and progressive customer service and or operational experience within a retail banking, wealth management or equivalent
• Foreign language skills, such as Spanish is mandatory
• Portuguese skills is preferred but not mandatory
• Bachelor’s degree in business, accounting, related field or equivalent experience
• Proven decision making, customer service, organizational, analytical, planning and mathematical skills
• Ability to work well in a team environment, build personal relationships with current and potential clients, and demonstrate strong and succinct written and verbal communication skills
• Sound knowledge of Company products and services offered within the Wealth Center system, related operational activities and pertinent regulations
• Ability to support and complete transactional customer requests and resolve client issues

Portuguese skills

• Tailored professional development opportunities
• Competitive pay and benefits package including a robust Wellness Hub
• Industry-leading volunteerism policy
• Generous matching gift program
• Comprehensive program of immersive Sustainability and Climate Change Initiatives
• Employee Resource Groups