Client Service Executive

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth and perspectives to open new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. 

The Private Bank Client Service Executive will provide an exceptional level of Customer Service and accuracy in execution, in a fast-paced high energy environment to HSBC’s most prestigious High Net Worth and Ultra High Net worth clients.  Fostering strong relationships is key as the executive works to identify client needs and opportunities with HSBC.

As our, Private Bank Client Service Executive you will always place the client first to ensure you not only meet but exceed our client’s needs and expectations.  Responsibilities include handling and servicing an assigned book of business, as well as supporting the Team thru a maker checker process for most activities.  Private Bank Client Relationships are made up of both individual and entity accounts/products.

As our Client Service Executive, you will:

• Manage Deposit Accounts
• Manage Custody Accounts
• Offer Loan Servicing
• Provide Asset Movement both internally and externally, such as wire transfers and any related wire investigations
• Provide Timely/same day response to client inquiries
• Offer Credit Card Servicing
• FX Trades and transfers
• Deliver Digital engagement, inclusive of Personal Internet Banking, HSBCnet and WealthView
• Deliver Cash Management, inclusive of Overdraft, Check returns
• Provide Relationship Management Support including attending client meetings when applicable

The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

You´ll likely have the following qualifications to succeed in this role:

• Bachelor’s degree in business, related field, or equivalent experience
• Language skills, such as Portuguese and English (mandatory)
• Proven and progressive service and related financial services industry experience or equivalent
• Strong written, research, communication, organizational, analytical, customer service, relationship building, and problem-solving skills
• Strong Time management skills and dependability are a must
• Ability to work as a Team and as an individual
• Knowledge of HSBC products, markets, and traditional and non-traditional service providers as well as a deep understanding of regulations affecting area of responsibility
• Ability to manage multiple and changing priorities with tact, diplomacy, and confidentiality

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay package in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.