Job description
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 Jersey City, New Jersey office.
The Client Operations Analyst will be responsible for supporting the client onboarding, associated parties onboarding, tax form collection, client static data processes within Issuer Services. The job includes performing of centralized functions to support client account maintenance. The analyst will be required to work collaboratively across various client onboarding teams globally and locally to ensure timely turnaround to support tight deadline.
Primary Responsibilities/Essential Functions:
- System Administration for internal / external applications
- Set up and maintain contacts in Global Wealth ES
- Facilitate and organize client onboarding with KYCS
- Monitor tax form validation requests
- Determine and communicate daily collateral requirements for fiduciary deposits
- Manage and update CEDAR database
- Ensure collaboration efforts are made with local and global teams
- Perform Various Reconciliations on behalf of ISV
- Perform balance sheet substantiation and discuss breaks with finance and business stakeholders
- Maintain communication with business client management teams of onboarding status
- Work out of group mailbox including answering external/internal inquiries, management of mailbox, acting on all functional requests
- Ad-hoc projects as assigned.
Decision-Making Responsibility:
- Interpret regulations and internal policies to ensure processes are update in accordance to bank policy/guidance.
- Analyze MI and actively contribute to risk management discussions
- Assess and assist in identifying cost efficiency strategies
- Determine and drive solutions for gaps identified in performed functions, if any
About Us
Our purpose – Opening up a world of opportunity – explains why we exist. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank for the future.
Requirements
Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions
You should apply if you have:
- Advanced Excel
- Excellent written and verbal communication
- Ability to multi task, manage time and meet deadlines.
- General knowledge of banking, financial and securities markets
As an HSBC employee, you will have access to tailored professional development opportunities to ensure the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub and paid time-off to volunteer. We work hard to ensure that our workplace is a diverse, inclusive environment with a strong dedication to sustainability. Our Employee Resource Groups play a central part in life at HSBC, including the development of our employees and our connection to the communities and customers we serve.
#wayup
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.