
Client Experience Associate
Ensure the overall appearance of the branch is appropriate and proper stocking and placement of collateral. Ensure promotion and use of alternative delivery channels for customers. Supports retail operational, service, accounting and compliance-related activities within a Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Manage and support the customer experience within the Wealth Center ensuring service excellence and timely resolution of service and operational issues. Support clients and team members through account opening and maintenance to ensure compliance with all bank Know Your Customer/AML and operational standards. Ensure adherence to established customer interaction standards for every transaction.
2 years proven and progressive customer service and or operational experience within a retail banking, wealth management or equivalent
Proven decision making, customer service, organizational, analytical, planning and mathematical skills.
Sound knowledge of Company products and services offered within the branch system, related operational activities
Ability to support and complete transactional customer requests and resolve client issues.
Record keeping
Time Management Skills
Customer service/support skills
Analytical skills (data driven)
Driven and self-motivated
Prioritizing skills
Adaptability
Problem-Solving
Detail Oriented and Organized
Motivational
Verbal and Written Communication
Multi tasker
According to JobzMall, the average salary range for a Client Experience Associate in 445 N Bedford Dr, Beverly Hills, CA 90210, USA is between $37,000 and $50,000 per year. This range varies based on experience and other factors.
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HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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