Client Service Manager - INTEGRATED CLIENT SERVICING_NH
HSBC
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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 Service Manager - INTEGRATED CLIENT SERVICING_NH.
Principal responsibilities
Advisory:
General incoming enquiries and advise clients on GTRF products and processes with an aim to reduce discrepancies, drive efficiency, increase ePen and create positive client experience.Provide guidance and support to clients on transaction-level documentation and e-channel usage after account opening handover from Business Development Managers (BDMs).Document clarifications/enquiries:
Receive and respond to client enquiries(including any counterparty bank enquiries), liaising with Transactional Services, BDMs and Relationship Managers, as appropriateContact clients when clarification on transactions is required, including documentation issues and discrepancies.Transaction monitoring:
Active follow-up of urgent transactions to ensure completion.Follow up exception reports and chase outstanding charges, instructions and documents.Team Support Activities:
Revenue-accretive and value-added activities support.To support the onshore CSMs in generating bespoke client reports for high-value Premium clients on daily/weekly/monthly basis (subject to agreement with client).To support onshore CSM to arrange handholding session with newly onboard customers.To support the onshore CSMs in generating discrepancies/ referral reports /monthly MIs / offer letter / manual advice as well as data-points for Service Reviews on monthly basis in order to reduce referrals and drive efficiency.
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