Client Experience Associate

HSBC Global Services Limited
Houston, Texas, United States
Full Time
On Site
Junior
0+
Bachelor Degree
Customer Service & Support Financial Services Insurance

Posted 1 week ago

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Excellent 4.7

Job summary

Assist clients in a banking branch, ensuring operational efficiency, customer satisfaction, and compliance. Engage in service, transactional, and operational activities to support customer financial needs.

Responsibilities

The Client Experience Associate is responsible for greeting customers, facilitating financial transactions, and ensuring a premium client experience within the Wealth Center. They also manage operational, accounting, and compliance-related activities to ensure the branch functions effectively.

Qualifications

Account Management Analytical Skills Banking Experience Compliance Customer Interaction Customer Service Decision Making Mathematical Skills Operational Activities Organizational Skills

Candidates must have a bachelor's degree in business, accounting, or a related field, or equivalent experience. Previous experience in retail banking, wealth management, or customer service operations is required, along with the ability to maintain a Notary Public License.

English

Benefits

  • Professional development opportunities
  • Wellness hub
  • Volunteerism policy
  • Matching gift program
  • Sustainability and climate change initiatives
  • Employee resource groups

Company

HSBC Global Services Limited

HSBC Global Services Limited

linkedin
Financial Services
Location
Houston, Texas, United States
Website
hsbc.com

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Excellent 4.7
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