Wealth Client Experience Specialist

HSBC; Town of Florida (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

HSBC Wealth Management in New York seeks a Wealth Relationship Officer to support the Wealth Relationship Manager and the Wealth Center team. The role focuses on delivering exceptional client service, handling banking and wealth product needs, and enabling the manager to focus on high-value activities.

Responsibilities include assisting with day-to-day banking, processing transactions, handling client inquiries, and generating reports.

Qualifications

• Strong understanding of the brokerage and banking industry.
• Experience in the financial services industry.
• Licenses: Series 7, 63, Life and Health required.

Responsibilities

• Support the Wealth Relationship Manager for the banking portions of the portfolio.
• Assist in service delivery for banking and wealth products and client day-to-day needs.
• Be the point of contact during Manager absence, handling calls and enquiries.
• Provide sales support by preparing documents, inputting data, and generating reports.
• Open/close the Wealth Center and review day-to-day banking transactions.

Skills

Brokerage knowledge

Financial services experience

Client relationship management

Regulatory compliance

Tools

CRM systems

Job description

HSBC Wealth Management in New York seeks a Wealth Relationship Officer to support the Wealth Relationship Manager and the Wealth Center team. The role focuses on delivering exceptional client service, handling banking and wealth product needs, and enabling the manager to focus on high-value activities.

Responsibilities include assisting with day-to-day banking, processing transactions, handling client inquiries, and generating reports.