Financial Services Expert

1 week ago

Sydney, New South Wales, Australia beBeeCustomerService Full time

Job Summary:

We are seeking a highly skilled Financial Services Expert to join our team. As a key member of our operations, you will be responsible for managing and delivering exceptional client service experiences.

About the Role:
  • Responsibility for implementing, retaining, and growing assigned client base, with a focus on stakeholder management across internal operational areas.
  • Providing complex service queries as a conduit between offshore operations across domestic and global assets, clients, and markets.
  • Offering regular market guidance to large regional clients using offshore operational centers.
  • Evaluating new relationships or client activity required by HSBC through relevant Business Acceptance Committee processes.
  • Maintaining in-depth understanding of client Service Level Agreements (SLA), operating memorandums, tariffs, products, organizational structures, and agreements.
  • Analyzing data derived from various systems and reporting tools such as Q-track.
  • Accountability and ownership of driving necessary process improvements, collaborating with and influencing key stakeholders to deliver expected client outcomes.
  • Managing relationships with industry participants, requiring interaction with HSBC's marketing function aligning market messaging and planning industry events with account management, sales, business development, and product functions.
  • Working closely with risk stewards and assisting with the preparation and sending of relevant market and regulatory updates.
Requirements:
  • Extensive experience as a financial services client service manager in a custody services role with experience across Global Custody, Funds, Direct Custody.
  • Strong understanding of settlement flows, cycles, production, and market infrastructure platforms spanning Direct Custody, Global Custody, and Fund Accounting business lines.
  • Familiarity with multiple products ranging from Global Custody, Funds, and Direct Custody, along with an understanding of the difference between each.
  • Familiarity with multiple asset classes such as equities, fixed income, managed funds, and unlisted securities, as well as corporate events.

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