Account Opening Manager - Client Management

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join 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 Account Opening Manager – CLIENT MANAGEMENT.

Work with a team of client service professionals to serve as primary contact between clients contracted with Global Custody Services and internal HSBC Operations Team. Build & maintain excellent relationships with key external clients through efficient responses received through email or phone call.

Address day to day client queries received by email or phone call for clients contracted with Global Custody and drive quick and efficient resolution on transactional issues affecting settlement instructions, payments, corporate action or income related entitlement.

Working together with cross-functional teams to drive fast turnaround time and resolution for client exceptions.

Provide feedback to Processing Teams with the objective of looking at root cause of client issues to drive query reduction, ensuring that all key KPI’s and contractual service level agreement are met.

Continually review data / external client query logs to evaluate where improvements / efficiencies can be made.

Principal responsibilities

• Address day to day client queries received by email or phone call for clients contracted with Global Custody and drive quick and efficient resolution on transactional issues affecting settlement instructions, payments, corporate action or income related entitlement.

• Working together with cross-functional teams to drive fast turnaround time and resolution for client exceptions.

• Provide feedback to Processing Teams with the objective of looking at root cause of client issues to drive query reduction, ensuring that all key KPI’s and contractual service level agreement are met.

• Continually review data / external client query logs to evaluate where improvements / efficiencies can be made.

• Acting as a client advocate within HSBC to address client needs and concerns.

• Stay updated with the industry changes, and HSBC Global Custody Service Offering and share the relevant information with the clients upon request.

• Perform Static Data processing (i.e., account opening, maintenance and closure, security setup and maintenance within stipulated timeframes), Fee Billing, Reconciliations and Tax related activities within stipulated timeframes.

Requirements

• 3+ years of experience in Global Custody Operations (Settlements, Asset Servicing, Treasury or Cash) and/or Client Servicing or Account Management role, demonstrating your ability to build and maintain strong client relationships.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Analytical skills for monitoring and analyzing client data, exceptions, issues to identify thematic opportunities for improvement or risk mitigation.
• Strong problem-solving abilities to address client issues and concerns effectively.
• Detail-oriented with a focus on delivering high-quality service.
• Ability to work effectively in a team and cross-functional environment.
• Organizational and time management skills to handle multiple client accounts efficiently.
• Ability to multitask, prioritize and manage time effectively for efficient work.

You’ll achieve more when you join HSBC.

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 Processing (Philippines) Private LTD*