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Wealth Operations Technical Officer

3 months ago


Fareham, Hampshire, United Kingdom HSBC Full time

Job description

Wealth Operations Technical Officer - 11 months FTC

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

Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. Operations, Services and Technology combines global expertise and technology to help keep us ahead of the competition

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package.

This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

We are currently seeking an experienced individual to join this team in the role of Wealth Operations Technical Officer.

An excellent opportunity for an individual to join the Wealth Operations team as a Technical Officer, who oversee the servicing, closing, opening and transfer activities for our Investment products.

In this role, you will:

? Ensure day to day enquiries are handled in an attentive manner and are resolved to the satisfaction of the enquirer.

? Provide written responses to provide full explanation of issues.

? Provide technical guidance on the complex issues/queries, including supporting other teams within Wealth Operations.

? Continuously review of procedures/processes to ensure they remain effective and compliant.

? Build and maintain professional relationships with Stakeholders.

? Provide training to other team members.

? Support other functions within Wealth Operations and act as referral point in own area of expertise.

? Share technical knowledge, and have up-to-date knowledge and utilise effectively all required systems and system packages.

? Ensure tasks are organised, processed and prioritized in accordance with procedures and all service level agreements.

Requirements

To be successful in this role you should meet the following requirements:

? Administration experience in a Financial Services environment.

? Ability to work as part of a team and individually. Have the ability to support and/or guide colleagues both onshore and offshore.

? An awareness of the market for Investment Products.

? Previous experience analysing trends and producing MI for stakeholders is essential.

? Knowledge of FCA and HMRC regulations.

? Ability to work to tight deadlines with changing priorities.

? Excellent communication and organisation skills, both verbal and written, together with excellent customer focus.

The base location for this role Forum 1, Fareham, PO15 7PA. This role will have flexible working arrangements available for working from home and office on a rota. The role is 11 months FTC.

You'll achieve more when you join HSBC.

At HSBC we look to enable our employees to better balance their work / life priorities and have the flexibility required to meet challenging needs as they progress through different life stages. Where possible we will consider the following flexible working options: part-time working, job sharing, term-time working, and working from home and staggered hours. If in considering a role with HSBC you have a need for some flexibility in your working arrangements please discuss this with the recruitment team in the early stages of the application process.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:

Email:

Telephone:

You can find out more about the recruitment journey and what to expect by viewing our Recruitment Process FAQs in HR Direct and by clicking here (only available via internal access).

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process."

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