Client Experience Associate

HSBC; Bellevue (WA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts program

Sustainability initiatives

Job summary

HSBC Wealth Center seeks a Client Experience Associate to help customers with financial decisions and to ensure smooth branch operations. You'll greet clients, process transactions, and promote digital channel adoption while delivering service excellence.

The role requires banking experience, notary license, and strong analytical skills; Mandarin is a plus. HSBC offers development opportunities, competitive pay and an inclusive culture.

Qualifications

• Bachelor’s degree in business, accounting, related field or equivalent experience.
• Customer service and/or operational experience in retail banking or wealth management.
• Strong decision making, analytical, planning and math skills.
• Notary Public License required.
• Mandarin language skills a plus.

Responsibilities

• Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions.
• Promote the use of alternative delivery channels.
• Be the owner of the customer experience within the branch ensuring service excellence and timely resolution of service and operational issues.
• Ensure all branch activities comply with applicable regulations and policies.
• Support with retail operational, service, accounting and compliance-related activities within the Wealth Center.
• Manage the completion of branch transactional activities.
• Ensure a premium client experience within the Wealth Center channel and work with the Center Manager and the center team.

Skills

Customer service

Operational experience

Analytical skills

Decision making

Organizational skills

Communication skills

Education

Bachelor’s degree in business or related field

Job description

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial decisions for their future. You will also ensure the operational soundness of the branch. Your daily responsibilities will be servicing clients, accounting and compliance-related activities. To thrive in this job, you need to have any previous banking experience, including operations and customer service experience.

As our Client Experience Associate, you will:

• Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions
• Promote the use of alternative delivery channels
• Be the owner of the customer experience within the branch ensuring service excellence and timely resolution of service and operational issues
• Ensure all branch activities comply with all applicable regulations, and policies
• Be able to perform work you’re proud of since you will be playing a part in helping our customers with their financial needs in the next step in their life’s
• Support with retail operational, service, accounting and compliance-related activities within the Wealth Center
• Manage the completion of branch transactional activities
• Ensure a premium client experience within the Wealth Center channel and work with the Center Manager and the center team to support these efforts

You’ll likely have the following qualifications to succeed in this role:

• Bachelor’s degree in business, accounting, related field or equivalent experience
• Good experience in customer service and or operational experience within a retail banking, wealth management or equivalent
• Proven 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
• Will be required to maintain a Notary Public License
• Mandarin is a plus

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.