Wealth Center Operations Manager

HSBC
United States
Workplace: OnsiteFull timeFunction: Business OperationsSkills: ["Communication","Leadership","Decision-making","Problem-solving","Organizational skills","Time management","Integrity"]

Oversee daily operations of the Wealth Center, ensuring sound execution and compliance with policies and procedures. Partner with Wealth Center Managers and Field Support to maximize Complaint Management System usage, drive customer due diligence (CDD) and KYC periodic reviews/RFIs, and implement corrective actions. Conduct audits to identify and mitigate operational risk, fraud, and security breaches while safeguarding customer data. Handle escalated customer issues and drive satisfaction, loyalty, and retention.

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FursaFursa
HSBC
HSBC
1 day ago

Wealth Center Operations Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Oversee daily operations of the Wealth Center, ensuring sound execution and compliance with policies and procedures. Partner with Wealth Center Managers and Field Support to maximize Complaint Management System usage, drive customer due diligence (CDD) and KYC periodic reviews/RFIs, and implement corrective actions. Conduct audits to identify and mitigate operational risk, fraud, and security breaches while safeguarding customer data. Handle escalated customer issues and drive satisfaction, loyalty, and retention.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Manager level

Key Responsibilities

  • •Manage daily Wealth Center operations to ensure operational soundness and compliance.
  • •Collaborate with Wealth Center Managers and staff to maximize Complaint Management System usage.
  • •Lead remediation activity for CDD and KYC checks (Periodic Reviews and RFIs).
  • •Conduct regular audits and assessments to identify and mitigate operational risks, fraud, and security breaches.
  • •Address escalated customer inquiries, complaints, and issues promptly and drive customer satisfaction, loyalty, and retention.
Travel: Low travel

Pay and Benefits

Perks:Wellness StipendMatching Gifts

Key Requirements

  • •Manage daily Wealth Center operations to ensure operational soundness and compliance with policies and procedures.
  • •Lead remediation for customer due diligence (CDD) and know-your-customer (KYC) checks, including periodic reviews and RFIs.
  • •Uphold compliance with internal and external rules, regulations, and procedures to minimize operational risk and internal control issues.
  • •Maintain strong verbal and written communication with staff, management, internal partners, and external parties.
  • •Use sound judgment and strong managerial skills to handle escalated customer inquiries, complaints, and issues promptly.
Skills:CommunicationLeadershipDecision-makingProblem-solvingOrganizational skillsTime managementIntegrity
Tech Stack:Complaint Management SystemCustomer Due Diligence (CDD)KYC checksPeriodic ReviewsRFIs

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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