Wealth Services Specialist (Hybrid) – Trade & Support

HSBC; Buffalo (NY); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

HSBC is seeking a Wealth Services Specialist to provide account support and trade execution for WPB Premier clients. You will handle domestic and international orders by phone or email and assist Wealth Centers, WRMs, and internal teams in multiple languages.

The role requires Series 7 and 66 licensing, strong product knowledge, and the ability to manage priorities with confidentiality. A hybrid work setup applies in the US, with an emphasis on client service and regulatory compliance.

Qualifications

• Experience in financial services industry or equivalent.
• Strong knowledge of investment products, markets, and service providers and regulations.
• Well-spoken and well written, with a people-focused attitude.
• Ability to manage multiple priorities with tact, diplomacy and confidentiality.
• Second language is a plus: Mandarin, Spanish, or Portuguese.
• Licensed Registered Representative, Series 7 and Series 66 mandatory; S63/65 preferred.

Responsibilities

• Attend phone lines queues, service clients accordingly, efficiently within existing guidelines in both languages.
• Receive and execute buy/sell orders for equities, options, fixed income, structured products, mutual funds, and forex.
• Perform account maintenance services upon client request.
• Support clients for tax reporting needs.
• Support Middle Office and Operations on trade-related matters and reports.
• Support Sales Management and Regulatory Compliance.
• Respond to regulatory inquiries as needed.
• Receive, review, and analyze a variety of reports and documents for accuracy.
• Maintain proper desk activity record.

Skills

Financial services experience

Investment products knowledge

Second language capability

Series 7 & 66 licensing

Job description

HSBC is seeking a Wealth Services Specialist to provide account support and trade execution for WPB Premier clients. You will handle domestic and international orders by phone or email and assist Wealth Centers, WRMs, and internal teams in multiple languages.

The role requires Series 7 and 66 licensing, strong product knowledge, and the ability to manage priorities with confidentiality. A hybrid work setup applies in the US, with an emphasis on client service and regulatory compliance.