Client Experience Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

HSBC · 1 week ago

Client Experience Associate

HSBC is a global bank committed to opening up a world of opportunity for its customers. As a Client Experience Associate, you will assist Wealth Center customers in making significant financial decisions and ensure the operational soundness of the branch through various customer service and compliance-related activities.

Financial Services
badNo H1Bnote

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 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

Qualification

Customer service experienceBanking operations experienceBachelor’s degreeNotary Public LicenseAnalytical skillsPlanning skillsMathematical skillsRegulationsDecision making skillsOrganizational skills

Required

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

Benefits

Wellness Hub
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups

Company

HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.

Funding

Current Stage
Public Company
Total Funding
$12.33B
2025-12-01Post Ipo Debt· $1.45B
2025-09-10Post Ipo Debt· $1.5B
2025-03-03Post Ipo Debt· $6.5B

Leadership Team

leader-logo
Elie El Asmar
Chief Executive Officer
linkedin
leader-logo
Georges Elhedery
chief financial officer
Company data provided by crunchbase