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 Reporting Analyst (Analyst) works as part of the AMUS Performance Measurement & Client Reporting team, directly overseeing the timely production processes of all client reports for mutual funds and institutional mandates managed by AMUS office. The analyst will be responsible for the continued delivery and oversight of all existing reporting processes, in addition to completing complex and customized elements to the reports and data sheets.  It is expected over time the responsibility is undertaken to consult with the global reporting team on standardization and process changes.

 

The Analyst 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:

·  Assist with the production of client reports for mutual funds and institutional mandates managed by AMUS office.
·  Contribute to definition of the global policies and standards, especially when concerning data sources, quality and consistency.
·  Contribute to the definition of new or changed report layouts in accordance with company branding, policies and standards.
·  Ensure all onboarding requirements are met in transitioning new clients, changes to existing deliverables, as well as terminating clients, for investment mandates.
·  Work closely with client management staff and will need to be able to work effectively to meet   deadlines across time-zones.
·  Assisting with project work as directed by Manager of the team.

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, mutual funds and our clients.
·  Prior industry experience in a related field will be an advantage.
·  Confidence and track record in building solid working relationships with key internal stakeholders and external vendors.
·  Ability to manage and prioritize the needs of multiple stakeholders based on predefined priorities driven by regulatory requirements, client characteristics and deadlines and other operational considerations.
·  Ability to support decisions with sound reasoning. Ability to clearly articulate business and regulatory implications of analysis and findings
·  Self-starter with proven ability to work collaboratively within a team.
·  Problem solver who can adapt and thrive in a diverse work environment.
·  Good working knowledge of Microsoft suite of products such as Word, Excel and PowerPoint.

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***