Customer Service Executive - Wholesale Client & Account Servicing

Role Context

Wholesale Client & Account Servicing supports a number of different areas for GBM and CMB customers – Account Opening, Account Servicing and Account Closing activities. The teams that support Wholesale clients play an important role in supporting customers at different stages of their lifecycle with HSBC. The teams work closely with business partners and transformation colleagues to improve the efficiency of processes, to make banking faster and easier for customers, and simpler for colleagues. By doing this, the team helps reduce the total cost of operations and enhance the overall customer experience.

• Responsible for ensuring quality and productivity standards are maintained.
• Learn and implement the process updates or changes quickly and accurately for effective results.
• Support achievement of team objectives.
• Participate in development of cohesive teams.
• Foster development of co-workers.
• Contribute to the creation of a supportive work environment driven by people centric values.
• Build professional relationships with colleagues in other areas.

Knowledge

• Strong MS Office Skills (Excel, PowerPoint, Word)
• Proficiency in the technical aspects of Wholesale Client & Account Servicing systems, including Account Opening, Servicing, and Closing workflows.
• Expertise in managing GBM and CMB customer lifecycles through integrated banking platforms and customer relationship management (CRM) tools.
• Familiarity with process automation, data integration, and system optimization to improve operational efficiency and reduce costs.
• In-depth understanding of regulatory frameworks, compliance tools, and security protocols for managing account servicing and banking operations.
• Ability to multitask.
• Ability to understand and interpret numeric data.
• Experience of working in a team-based environment.
• Able to adapt and embrace change.
• Experience in working for complex mandates processes.
• Graduate in commerce. Higher qualification not a bar provided aspirations are commensurate with the position.
• Excellent written and verbal communication skills
• Displays ownership and accountability while dealing with accounts and ensures the right outcome is achieved in the agreed timelines.
• Quick learner and adapts easily to ever changing environment.
• Flexible to working in shifts.
• Ensures all the completed applications should be submitted on or before the closing date.

You’ll achieve more when you join HSBC.