Client Experience Associate

Job overview

The Client Experience Associate role is onsite in New York, NY. Compensation is not specified; the posting describes a competitive pay and benefits package. The role supports HSBC’s Wealth Center and its purpose of opening up opportunity for customers and communities. The associate owns the branch customer experience while supporting operational soundness, service, accounting, and compliance activities. By assisting customers with transactions and resolving service issues, the role helps the Wealth Center deliver timely, compliant service for clients making financial decisions.

What you'll do

• Greet and assist Wealth Center customers with appointments and financial transactions
• promote alternative delivery channels
• own the branch customer experience and resolve service and operational issues
• ensure branch activities comply with regulations and policies
• support retail operations, service, accounting, and compliance
• manage branch transactional activities
• work with the Center Manager and team to support premium client experience.

What we're looking for

Skills & competencies

client experience associate

wealth center

retail banking

customer service

branch operations

financial transactions

compliance

accounting

notary public license

new york ny

hsbc

competitive benefits package

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive pay and benefits package
• Wellness Hub
• professional development
• volunteerism and matching gift programs
• Employee Resource Groups.

Why this role

Requires previous banking experience, including operations and customer service experience. A bachelor’s degree in business, accounting, a related field, or equivalent experience is sought. Must maintain a Notary Public License. HSBC states it will not provide immigration sponsorship for this position.

About the employer

HSBC is hiring for this role. Industry: Commercial Banking. Sector: 52.