Wealth Helpdesk Officer - Whiteley, Wealth Management

11 Feb 2018
16 Mar 2018
Contract Type
Full Time

Wealth Helpdesk Officer - Whiteley, Wealth Management

Some careers shine brighter than others.

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our Wealth Management teams provide a range of services to HSBC customers, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.

We support every aspect of a customer's financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers' affairs. For us, Wealth Management is genuinely a relationship-based service.

For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

We are currently seeking an experienced individual to join this team in the role of Wealth Helpdesk Officer - Whiteley.

In this role, you will:

  • Completed valuations for the regulated Sales force within timescales
  • Respond to enquiries from internal and external customers in a polite, personalized, and professional manner, ensuring an excellent customer service is provided at all times
  • Taking responsibility for queries of a technical nature
  • Assist with change activity to enhance customer service and business performance when required
  • Assisting teams within Technical Consultancy to maintain the departmental Service Level Agreements (SLAs)
  • Daily monitoring and completion of Broked Valuation requests and the identification of any wider issues

To be successful in this role you should meet the following requirements:

  • Relevant product knowledge including knowledge of PIMS and ISA's is desirable but not essential
  • Past working experience on relevant systems, e.g. IMS, Phoenix, Browser Main Menu and Swift is desirable but not essential
  • Previous experience of delivering an excellent customer service
  • An open, flexible, and supportive approach to change and innovation

For further details and application information please click "Apply" or visit our careers site, searching under reference 0000AF0L.

You'll achieve more when you join HSBC.

HSBC is 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. 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 Bank Plc.

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