The Wealth Center Operations Manager oversees the operational, service and compliance related activities within the Wealth Center. This individual is responsible for ensuring Wealth Center team members adhere to policies and procedures and support resolution of service issues to drive exceptional customer service. To support these activities, the Wealth Center Operations Manager works closely with the Wealth Center Manager and Field Support Manager to achieve network operational efficiency and operational/ risk control
As a Wealth Center Operations Manager
, your responsibilities will include:
- Manage daily operations of the Wealth Center to ensure operational soundness and compliance with policies and procedures
- Collaborate with Wealth Center Managers and staff to maximize usage of Complaint Management System
- Lead remediation activity relating to Customer Due Diligence (CDD) and know your customer (KYC) checks (ie: Periodic Reviews and RFIs)
- Identify areas for improvement and implement corrective actions as necessary
- Conduct regular audits and assessments to identify and mitigate operational risks, fraud, and security breaches
- Implement measures to safeguard customer data, maintain confidentiality, and uphold the integrity of banking operations
- Address escalated customer inquiries, complaints, and issues promptly and effectively
- Implement strategies to enhance customer satisfaction, loyalty, and retention
You'll likely have the following to succeed in this role:
- Strong verbal and written communication skills that promote and enable openness with staff, management, internal partners, and external parties
- Proven leadership and strong managerial, decision making, problem-solving, organizational and time management skills
- Uphold compliance with all relevant internal and external rules, regulations, and procedures; engage others to act responsibly and minimize operational risk and internal control issues
- Sound judgment, keen sense of urgency, and high level of professional and personal integrity
- Exceptional knowledge of the Wealth Center delivery system, bank policies, procedures, and controls as well as products and services offered within the Wealth Center system, related operational activities and pertinent regulations
- Ability to travel as needed
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
