Miami, Florida

At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our Depew, New York office.

Supports the administration and servicing of WPB relationships and provides quality customer service to the high net worth customer base. Responsible for managing the processes associated with client transactions and inquiries including payment instructions, general account maintenance, customer account changes and account closings.

Primary Responsibilities/Essential Functions:
  • Responsible for the movement of customer assets, both internally and externally
  • Act and respond to customer instructions, inquiries and problems related to their accounts
  • Facilitate the processing of Banking transactions in a timely and accurate manner to help maintain client relationships
  • Work with other areas of HSBC as required, to serve our clients and resolve any potential issues and problems
  • Prompt and appropriate action taken to address client feedback/complaints.
  • Prepare appropriate documentation for transaction execution and coordinate process flow by partnering with internal business units
  • Monitor client's daily transaction activity to ensure alignment with expected activity
  • Escalate potential issues as necessary, possible fraud or unexpected activity that is not in line with the customer's standard instructions
  • Prepare ad-hoc reports on account cash balances, overdrafts, significant balances, currency transactions and ensure the proper disclaimers are attached
  • Perform other job-related duties as assigned
  • Provide information regarding service, operations, products, and technology platforms

Establish fundamental knowledge by:
  • Developing comprehensive knowledge of all HSBC products
  • Understanding all compliance and operational risk policies and procedures in accordance with HSBC and regulatory standards, including Know Your Customer, and external regulations

Leadership & Teamwork
  • Build and maintain positive and productive working relationships internally and externally
  • Ability to work effectively on a team and with business partners and colleagues throughout the organization

Decision-Making Responsibility:
  • Perform according to prescribed procedures
  • Daily discretion within assigned authority. Decisions beyond assigned authority are referred to higher levels of management for approval

Management of Risk
  • Each employee must be aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations
  • Each employee must ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
  • Each employee must promote an environment that supports diversity and reflects the HSBC brand

Observation of Internal Controls
  • Each employee must maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Any failures to comply with the above should be reflected in year-end performance assessments
  • Ensure KYC principles and procedures are followed by team and for individual portfolio
  • Each employee must understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy
  • Communicate with HSBC officers and other business partners involved in the maintenance of internal control standards and the development of related procedural guidance


Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions.
  • Language Skills: English
  • Minimum of two years proven and progressive service and related financial services industry experience or equivalent
  • Bachelor's degree in business, related field or equivalent experience
  • Strong research, communication, organizational, analytical, customer service, sales and problem-solving skills
  • Sound knowledge of HSBC products, markets and traditional and non-traditional service providers
  • Ability to manage multiple and changing priorities with tact, diplomacy and confidentiality
  • Strong knowledge of regulations affecting area of responsibility

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Miami, Florida

HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through a network that covers 64 countries and territories.


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