Analyst, Client Services Team

HSBC; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

HSBC is seeking an experienced Analyst for the Client Services Team in Kuala Lumpur. The role involves supporting client account operations, ensuring data accuracy, and maintaining compliance with service agreements. The ideal candidate is detail-oriented and possesses strong relationship management skills.

Qualifications

• Precise and detail-oriented.
• Capable of establishing strong working relationships.

Responsibilities

• Support daily operations and requests of the client services team.
• Check and validate data input for account service requests.
• Ensure compliance with standards and policies.
• Provide guidance to junior staff.

Skills

Attention to Detail

Relationship Management

Job description

Why join us?

Some careers grow faster than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, ultimately helping people to fulfill their hopes and realize their ambitions.

We are currently seeking an experienced professional to join our team as an Analyst in the Client Services Team.

The Client Services team is in the first line of defense, providing support and services to the Private Banking (PB) business and clients throughout the account lifecycle, from opening to closure. Our goal is to ensure client information and data are maintained accurately and timely in our systems.

The checker role within the Client Services team involves working closely with the team and proactively engaging with the Client Lifecycle Management (CLM) team and PB Relationship Managers (RMs) to ensure client accounts are opened, updated, and closed according to instructions within the Service Level Agreement (SLA).

The ideal candidate should be precise, detail-oriented, and capable of establishing strong working relationships with the CLM team and front-office Relationship Managers.

What you’ll do:

1. Support and assist managers to ensure the daily operations and requests of the client services team are completed for Global Private Banking (GPB) Asia Private Banking (Hong Kong and Singapore).
2. Check and validate data input in the system for all account service requests accurately and within SLA, complying with standards and policies.
3. Support the implementation of change programs affecting the team or processes.
4. Ensure annual processes (e.g., CRS/FATCA attestation, W-Form renewal, TIN collection, etc.) are completed on time with high quality standards.
5. Handle inquiries from business partners promptly within a reasonable timeframe.
6. Report exceptions and irregularities promptly for management awareness.
7. Provide guidance to junior staff and new hires.
8. Share best practices to improve internal processes within the team.
9. Maintain effective communication with the Front-office and CLM team.
10. Participate in business initiatives and projects as a team representative, providing input, conducting user acceptance testing, and signing off on implementations.