Senior Officer, Client Services - International Wealth and Premier Banking
at HSBC
Posted 17 days ago
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The Senior Officer, Client Services will handle client instructions for account opening and service requests, ensuring accurate data capture and timely completion within Service Level Agreements. The role supports day-end processes, reports exceptions, produces management information reports, and participates in projects including user acceptance testing and internal training. Candidates should hold a bachelor’s degree, have 1-3 years of customer service/account opening or CRS/FATCA experience, be proficient in Cantonese and English, and have strong Microsoft Office/Excel skills.
- Compensation
- Not specified
- City
- Hong Kong
- Country
- Hong Kong
Currency: Not specified
Full Job Description
We are currently seeking a high calibre professional to join our team as a Senior Officer, Client Services.
In this role you will:
- Handle client instructions of account opening and services appropriately and within Service Level Agreement
- Update and complete the data capture in system for all client service requests accurately and within Service Level Agreement
- Provide support to manager to ensure the day-end process completed on time
- Report exception and irregularities promptly for management awareness
- Participate in business initiatives/projects to provide user requirements, conduct user acceptance test and provide internal training to the team
- Share best practices to improve internal process within the team
- Produce Management Information reports as required
- Maintain effective communication with stakeholders
To be successful you will:
- Bachelor’s degree in business, finance, related field or equivalent
- 1-3 years proven customer service, account opening/closure and/or CRS and FATCA experience
- Recent Graduates with part-time banking/customer service experience will be considered for an Officer role
- Good written and communication skills in Cantonese and English
- Self-motivated and able to work independently
- Technology Skills, knowledge of Microsoft Office Applications and advanced Excel skills is an advantage
Opening up a world of opportunity
http://www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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