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Client Service Executive Private Bank Ciiom
2 weeks ago
**Some careers shine brighter than others.**
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution
We are currently seeking a dynamic individual to join this team in the role of **Client Service Executive, Jersey.**
This role provides excellent support to Relationship Managers (RM’s) and Private Banking service to existing Clients, Prospective clients, Internal and External Stakeholders and the wider HSBC network.
In this role, you will:
- Input of client payments, validating instructions (and possible payment approval), call backs and “sending on” for processing.
- Assist RM’s with new account openings or accounts for restructuring - this includes meeting with new prospects and dealing directly with prospects to obtain information (CDD, SoW etc) to open accounts. This includes using our onboarding platform, Appway.
- Handle instructions for any securities transactions, which may include input and release.
- Day to day, general account maintenance / operation.
- Coordinate customer account changes, account closings, ad hoc statements, performance reports, valuations etc.
- Completion of periodic reviews and credit reviews with the RM - some direct client contact may be necessary.
- Assist RM with business development initiatives, possibly identifying prospects, attending / organising events or client attendance at events.
- Support the team exceed their financial and non-financial targets.
To be successful in this role you should meet the following requirements:
- Demonstrates excellent customer & communication skills and ability to engage in effective conversations to build strong connections with our customers.
- Takes ownership of customer enquires through to resolution and delivers personalised, friendly and efficient service.
- Experience of dealing with Source of Wealth and/or Customer Due Dilligence.
- Experience of dealing with clients on day-to-day administration for example undertaking call backs to clients for outward payments, resolving client queries.
- Eagerness to learn, develop and progress.
**You’ll achieve more when you join HSBC.**
**This role must be based in Jersey.**
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:
Telephone: +44 207 832 8500
