Client Service Executive (Monterrey, NLE, MX, 66266)

HSBC
Monterrey
Full timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Comunicación efectiva","Empatía","Cortesía","Profesionalismo","Ética"]

Support the assigned PCS banker by ensuring timely, high-quality service for HSBC PCS customers and their closest family members. Provide immediate solutions to customer needs to drive loyalty, execute client-requested operations in line with internal and regulatory policies, and keep the banker up to date on administrative and regulatory follow-ups for the client portfolio. Collaborate across HSBC teams to maintain strong relationships and meet assigned objectives.

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FursaFursa
HSBC
HSBC
3 days ago

Client Service Executive (Monterrey, NLE, MX, 66266)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Support the assigned PCS banker by ensuring timely, high-quality service for HSBC PCS customers and their closest family members. Provide immediate solutions to customer needs to drive loyalty, execute client-requested operations in line with internal and regulatory policies, and keep the banker up to date on administrative and regulatory follow-ups for the client portfolio. Collaborate across HSBC teams to maintain strong relationships and meet assigned objectives.
Location: Monterrey
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Colaborar con los Banqueros PCS asignados y áreas de soporte (BO, MO, etc.) mediante sinergia y comunicación efectiva.
  • •Atender de manera pronta y oportuna las necesidades de clientes del segmento PCS.
  • •Realizar operaciones solicitadas por el cliente cumpliendo siempre políticas internas y regulatorias.
  • •Apoyar al Banquero PCS en el seguimiento de pendientes administrativos y regulatorios de su cartera.
  • •Gestionar auto de forma, incluyendo el posible manejo y/o capacitación de personal asignado, y mantener estándares de control interno y cumplimiento.

Key Requirements

  • •Certificación AMIB Figura 3.
  • •Conocimiento de las normas vigentes y de posibles actualizaciones emitidas por reguladores.
  • •Cumplir con altos niveles de integridad y ética profesional según el Código de Conducta y normas internas del Grupo.
  • •Leer anualmente el GSM y el Código de conducta.
  • •Seguir los estándares de control y las políticas relevantes de compliance.
Skills:Comunicación efectivaEmpatíaCortesíaProfesionalismoÉtica
Certifications:AMIB Figura 3
Languages:Spanish

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn