- Deposit Account Management
- Custody Account Management
- Loan Servicing
- Asset Movement both internally and externally, such as wire transfers and any related wire investigations.
- Timely/same day response to client inquiries
- Credit Card Servicing
- FX Trades and transfers
- Digital engagement inclusive of Personal Internet Banking, HSBCnet and WealthView
- Cash Management inclusive of Overdraft, Check returns.
- Relationship Management Support including attending client meetings when applicable.
- Minimum of two years proven and progressive service and related financial services industry experience or equivalent
- Strong written, research, communication, organizational, analytical, customer service, relationship building, and problem-solving skills
- Strong Time management skills and dependability are a must
- Ability to work as a Team and as an individual
- Bachelor's degree in business, related field, or equivalent experience
- Sound knowledge of HSBC products, markets, and traditional and non-traditional service providers as well as a deep understanding of regulations affecting area of responsibility
- Ability to manage multiple and changing priorities with tact, diplomacy, and confidentiality
- Foreign language skills, such as Mandarin and/or Cantonese strongly preferred but not required
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Client Service Executive - San Francisco, United States - HSBC
Description
Job descriptionOur purpose - Opening up a world of opportunity - explains why we exist.
Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers.
We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
The Private Bank Client Service Executive will provide an exceptional level of Customer Service and accuracy in execution, in a fast-paced high energy environment to HSBC's most prestigious High Net Worth and Ultra High Net worth clients.
As our, Private Bank Client Service Executive you will always place the client first to ensure you not only meet but exceed our client's needs and expectations.
Responsibilities include handling and servicing an assigned book of business, as well as supporting the Team thru a maker checker process for most activities.
Private Bank Client Relationships are made up of both individual and entity accounts/products.As our Client Executive Services you will:
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits.
Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
RequirementsYou ́ll likely have the following qualifications to succeed in this role:
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S.
#wayup
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.
You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.
We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
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