Client Services Specialist

1 week ago

Foshan, Guangdong, China HSBC Full time CN¥160,000 - CN¥240,000 per year

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Client Services Specialist

Principal responsibilities

Advisory:


• General incoming enquiries and advise clients on GTRF products and processes with an aim to reduce discrepancies, drive efficiency, increase ePen and create positive client experience


• Provide guidance and support to clients on transaction-level documentation and e-channel usage after account opening handover from Business Development Managers (BDMs)

Document clarifications/enquiries:


• Receive and respond to client enquiries(including any counterparty bank enquiries), liaising with Transactional Services, BDMs and Relationship Managers, as appropriate


• Contact clients when clarification on transactions is required, including documentation issues and discrepancies

Transaction monitoring:


• Active follow-up of urgent transactions to ensure completion


• Follow up exception reports and chase outstanding charges, instructions and documents

Team Support Activities:

Revenue-accretive and value-added activities support


• To support the onshore CSMs in generating bespoke client reports for high-value Premium clients on daily/weekly/monthly basis (subject to agreement with client)


• To support onshore CSM to arrange handholding session with newly onboard customers


• To support the onshore CSMs in generating discrepancies/ referral reports /monthly MIs / offer letter / manual advice as well as data-points for Service Reviews on monthly basis in order to reduce referrals and drive efficiency

Requirements

  •  At least 1-2 years of experience in both GTRF products (Core Trade and BG) and client servicing role are essential,High commitment to service excellence and client relationship management
  •  An ability to manage a varied workload and prioritise effectively and execute seamlessly under pressure
  •  The ability to build excellent working relationships across all Business units
  •  Strong commercial skills
  •  Excellent influencing, negotiating and interpersonal skills to all levels
  •  The capacity to identify activities required in order to meet the needs of the Business unit
  •  Strong written and oral communication skills in order to share information clearly, concisely and accurately
  •  Proficiency in both Microsoft PowerPoint and Microsoft Excel

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

You'll achieve more when you join HSBC.

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.

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