HSBC · 3 hours ago
Client Experience Associate
Washington, DC
Full-time
Onsite
New Grad, Entry LevelHSBC is committed to creating opportunities for its customers and is seeking a Client Experience Associate. In this role, you will assist Wealth Center customers with their financial decisions and ensure the operational soundness of the branch, focusing on providing excellent service and compliance with regulations.
Financial Services
No H1B
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
Required
Legally authorized to work in the U.S
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
Tailored professional development opportunities
Robust Wellness Hub
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups
Company
HSBC
HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.
Founded in 1865
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.33B2025-12-01Post Ipo Debt· $1.45B
2025-09-10Post Ipo Debt· $1.5B
2025-03-03Post Ipo Debt· $6.5B
Leadership Team
Elie El Asmar
Chief Executive Officer
Georges Elhedery
chief financial officer
Recent News
2026-01-19
2026-01-19
Company data provided by crunchbase