Client Experience Associate (Bellevue, WA, US, 98004)

HSBC
Bellevue
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Customer service","Decision making","Organizational skills","Analytical skills","Problem-solving"]

Support Wealth Center customers before, during, and after scheduled appointments by greeting clients, assisting with financial transactions, and ensuring a premium end-to-end client experience. Own service excellence by resolving client and operational issues, promoting alternative delivery channels, and completing transactional activities. Maintain operational soundness by performing service, accounting, and compliance-related branch duties in line with applicable regulations and policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
2 days ago

Client Experience Associate (Bellevue, WA, US, 98004)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Support Wealth Center customers before, during, and after scheduled appointments by greeting clients, assisting with financial transactions, and ensuring a premium end-to-end client experience. Own service excellence by resolving client and operational issues, promoting alternative delivery channels, and completing transactional activities. Maintain operational soundness by performing service, accounting, and compliance-related branch duties in line with applicable regulations and policies.
Location: Bellevue
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Greet and assist Wealth Center customers for scheduled appointments and financial transactions
  • •Be the owner of customer experience within the branch by ensuring service excellence and timely resolution of service and operational issues
  • •Ensure branch activities comply with applicable regulations and policies
  • •Support retail operational, service, accounting, and compliance-related activities within the Wealth Center
  • •Promote alternative delivery channels and manage completion of branch transactional activities

Key Requirements

  • •Bachelor’s degree in business, accounting, or a related field, or equivalent experience
  • •Good experience in customer service and/or operational experience in retail banking or wealth management
  • •Proven decision-making and organizational, analytical, planning, and mathematical skills
  • •Extensive knowledge of company products and services, related operational activities, and pertinent regulations
  • •Ability to support and complete transactional customer requests and resolve client issues; Notary Public License required
Experience:Retail bankingWealth management
Education:Bachelor's
Skills:Customer serviceDecision makingOrganizational skillsAnalytical skillsProblem-solving
Licenses:Notary Public License
Certifications:Notary Public License
Languages:Mandarin

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