Account Opening Manager - CLIENT MANAGEMENT

HSBC
Philippines
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsSkills: ["Interpersonal communication","Rapport building","Analytical thinking","Problem-solving","Attention to detail"]

Serve as the primary client advocate for customers contracted with HSBC Global Custody Services, building strong relationships and ensuring issues are resolved quickly. Triage and address client queries received via email or phone, manage transactional exceptions affecting settlement instructions, payments, corporate actions, and entitlements, and collaborate with cross-functional teams to improve turnaround time. Monitor client query logs, provide feedback to processing teams on root causes, and perform account opening, maintenance/closure, security setup, fee billing, reconciliations, and tax-related activities within agreed SLAs and KPIs.

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FursaFursa
HSBC
HSBC
4 days ago

Account Opening Manager - CLIENT MANAGEMENT

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Last checked: 16 hours agoStatus: Live

Job Summary

Serve as the primary client advocate for customers contracted with HSBC Global Custody Services, building strong relationships and ensuring issues are resolved quickly. Triage and address client queries received via email or phone, manage transactional exceptions affecting settlement instructions, payments, corporate actions, and entitlements, and collaborate with cross-functional teams to improve turnaround time. Monitor client query logs, provide feedback to processing teams on root causes, and perform account opening, maintenance/closure, security setup, fee billing, reconciliations, and tax-related activities within agreed SLAs and KPIs.
Location: Philippines
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Act as a client advocate to address client needs and concerns for Global Custody Services clients.
  • •Address day-to-day client queries by email or phone and drive quick resolution of transactional issues impacting settlement, payments, corporate actions, or entitlements.
  • •Partner with cross-functional teams to resolve client exceptions with fast turnaround times.
  • •Provide feedback to processing teams to identify root causes, reduce queries, and meet KPIs and service level agreements.
  • •Perform static data processing (account opening, maintenance/closure, security setup), fee billing, reconciliations, and tax-related activities within stipulated timeframes.

Key Requirements

  • •3+ years of experience in Global Custody Operations (Settlements, Asset Servicing, Treasury or Cash) and/or Client Servicing or Account Management.
  • •Excellent interpersonal and communication skills to build rapport and trust with clients.
  • •Analytical skills to monitor/analyze client data and exceptions to identify improvement opportunities or risk mitigation.
  • •Strong problem-solving abilities to address client issues and concerns effectively.
  • •Detail-oriented focus on delivering high-quality service in a team and cross-functional environment.
Experience:3+ yearsGlobal custody operationsClient servicingAccount management
Skills:Interpersonal communicationRapport buildingAnalytical thinkingProblem-solvingAttention to detail

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