Client Onboarding & Implementation Advisor

Welcome to HSBC, one of the world's leading international banking and financial services organizations. We are currently seeking a dynamic and driven individual to join our team as a Client Onboarding & Implementation Advisor. In this role, you will play a crucial role in ensuring the smooth onboarding and implementation of new clients, providing them with exceptional customer service and support. We are looking for someone with a strong understanding of the banking industry, excellent communication skills, and a passion for delivering top-notch client experiences. If you thrive in a fast-paced and collaborative environment and have a keen attention to detail, we invite you to apply for this exciting opportunity.

1. Facilitate the onboarding and implementation process for new clients, ensuring a seamless and efficient experience.
2. Serve as the main point of contact for clients during the onboarding and implementation process, addressing any questions or concerns they may have.
3. Maintain a comprehensive understanding of HSBC's products and services, as well as industry regulations and compliance standards.
4. Collaborate with internal teams, such as sales and operations, to gather necessary information and documentation for client onboarding.
5. Conduct thorough and accurate reviews of client information to ensure compliance with internal and external regulations.
6. Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
7. Continuously assess and improve the onboarding and implementation process to enhance the client experience.
8. Develop and maintain strong relationships with clients, serving as a trusted advisor and resource for their banking needs.
9. Stay up-to-date on industry trends and best practices, incorporating them into the client onboarding and implementation process.
10. Adhere to all internal policies and procedures, as well as external regulatory requirements, when carrying out job duties.
11. Collaborate with team members to share knowledge and best practices, promoting a culture of continuous learning and development.
12. Maintain accurate and organized client records and documentation, ensuring confidentiality and data security.
13. Prioritize and manage multiple onboarding and implementation projects simultaneously, meeting deadlines and exceeding expectations.
14. Communicate effectively with both internal and external stakeholders, providing regular updates on the status of client onboarding and implementation.
15. Act as a brand ambassador for HSBC, promoting our values and commitment to exceptional client service.

According to JobzMall, the average salary range for a Client Onboarding & Implementation Advisor in London, UK is between £25,000 - £45,000 per year. However, this can vary depending on the industry, company size, and level of experience. Highly experienced advisors may earn upwards of £60,000 per year.

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.