Job Description - Client Services Representative (00008D4N) 1/13/17, 7:59 PM

Welcome. You are not signed in. | My Account Options My Job Basket | Sign In

Job Search My Jobpage My Messages

Search | All Jobs

Job 19 out of 90 Previous16 17 18 19 20 Next

Apply Online Add to My Job Basket

Job Description

Client Services Representative : 00008D4N

Description

Employment Type: Regular

Provide exceptional client services and ensure client

satisfaction by attending to clients needs in an
efficient and professional manner. Take ownership of
all calls and resolve/follow-up all client issues
accordingly as well as pro-actively identify and
analyze customer needs and cross-selling
opportunities to ensure high client service levels,
growth and retention of business.

Impact on the Business

Verify credit and compliance policies for each client

account prior to executing various investment
transactions effectively and accurately

Leadership & Teamwork

Maintain strong relations with HSBC colleagues and

act as liaison between areas

Operational Effectiveness & Control

Adhere to policies, standards and procedures
established by the Firm and regulatory bodies
Strive for continuous improvement in client
service as measured by Quality Call Standards
Achieve and maintain strong industry product
knowledge through mandated continuing
education requirements. Maintain solid

https://hsbc.taleo.net/careersection/external/jobdetail.ftl Page 1 of 3
Job Description - Client Services Representative (00008D4N) 1/13/17, 7:59 PM

understanding and awareness of internal

policies, procedures and new initiatives
Management of Risk
Ensure compliance, operational risk controls in
accordance with HSBC or regulatory standards
and policies; and optimize relations with
regulators by addressing any issues
Promote an environment that supports diversity
and reflects the HSBC brand

Observation of Internal Controls

Maintains HSBC internal control standards, including

timely implementation of internal and external audit
points together with any issues raised by external
regulators
Qualifications

Completion of a post-secondary education

Completion of the Canadian Securities Course
(CSC) and Conduct and Practices Handbook
Examination (CPH) are an asset
Currently registered with the Investment
Industry Regulatory Organization of Canada
(IIROC) is an asset
Completion of/in the process of completing the
Derivatives Fundamental and Options Licensing
Course (DFOL) is an asset
Working knowledge of the
fundamentals/techniques of equity, fixed
income, option, and mutual fund trading, and
the applicable rules & regulations sufficient to
trade securities for the public
Working knowledge of the marketplace,
including current conditions & trends in the
Canadian & U.S. stock and bond markets
Previous experience working directly in a highly
client driven environment, typically acquired
with at least 6-12 months experience in a call
center environment
Additional business language skills in
Cantonese and/or Mandarin is preferred
Well-developed organization and prioritization
skills. Proven ability to juggle multiple tasks
within a dynamic deadline environment
Demonstrated tact and diplomacy

https://hsbc.taleo.net/careersection/external/jobdetail.ftl Page 2 of 3
Job Description - Client Services Representative (00008D4N) 1/13/17, 7:59 PM

Demonstrated high-level customer service

oriented approach
Willingness to work flexible & extended hours is
required
Must demonstrate a genuine desire and interest
to perform in a sales-oriented capacity; the
candidate must be able to describe a successful
selling experience within any context

Job Field : Customer Service

Primary Location : North America-Canada-Ontario-Toronto
Schedule : Full-time Shift : Day Job
Type of Vacancy : Region vacancy
Job Posting : 11-Jan-2017, 22:32:37 Unposting Date : 26-Jan-2017,
08:59:00

Apply Online Add to My Job Basket

Job 19 out of 90 Previous16 17 18 19 20 Next

https://hsbc.taleo.net/careersection/external/jobdetail.ftl Page 3 of 3