Client Operations Specialist

Job description

Job description

If you’re looking for a career where you can make a real impression, join Global Service Center (GSC) 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 Operations Specialist

The Client Service Specialist (Specialist) has the primary objective of assisting the Client Management Director in managing the relationships with Institutional clients invested in the strategies managed by HSBC Global Asset Management. The Specialist will also provide support to the HSBC Mutual Funds managed by AMUS and must be able to develop a sufficient understanding of the specific strategies we manage. The Specialist must be very organized and coordinated with a strong attention to detail.

The Specialist must be comfortable working in a global, diverse, multi-cultural organization with strong brand values. He/she must demonstrate an ability to successfully work with investment managers and business support teams.

Main Activities:

·  Day-to-day administration of client accounts within AMUS product groups, while having good understanding of the strategies we manage such as Liquidity, Emerging Market Debt, Global Credit, Short/Low Duration.
·  Support the management of the period-end client reporting requirements and address any ad-hoc requests from clients/relationship managers.
·  Support the preparation of client presentations as needed.
·  Ensure the timely resolution of any client-related issue and act as a liaison between the Client and the various businesses to resolve and follow-up on any outstanding issues.
·  Facilitate all phases of client operations and management (onboarding, adherence to AML/KYC policies and procedures, maintenance of existing accounts, closure of terminating accounts)
·  Be a strong team player with the ability to problem solve, guide and work with HSBC professionals.

 

 

Requirements

·  Hold a BA or BS degree.
·  Excellent written and verbal communication skills
·  Have an enthusiastic willingness to learn about HSBC Global Asset Management’s investment strategies and clients.
·  Have some knowledge of the financial services industry.
·  Possess the knowledge and experience needed to support senior-level client contacts and internal management personnel.
·  Detail oriented with strong analytical and problem-solving skills.
·  Self-directed, but also a team player
·  Knowledge of, and skill in using, Windows-based applications

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

At HSBC we offer our colleagues a greater number of leave days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care.

HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.

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.

 

***Issued By HSBC Electronic Data Process Mexico Private LTD***