Azcapotzalco, Ciudad de México, Mexico
16 hours ago
Client Operations Specialist

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.
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