Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we 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.

The Wealth Services Specialist provides trade execution and account support services to the Wealth Private Banking Premier client base, including advisor-led and Self-Directed via phone and email. The Specialist also supports inquiries from Wealth Centers and internal clients such as Wealth Relationship Managers, Wealth Operations staff, Compliance and Sales Management. Responsible for receiving and executing domestic and international securities orders and providing high quality information and brokerage account maintenance services to clients, internal and external, and in multiple languages.

The Wealth Services Desk covers the full span of the client continuum; therefore, specialists may also cover for High Net Worth client order entry and customer service support as needed

As our Wealth Services Specialist you will:

Attend to phone lines in queue, service clients accordingly, efficiently within existing guidelines, in English or other languages as availableReceive and execute buy/sell orders for equities, options, fixed income, structured products, mutual funds and foreign currenciesPerform account maintenance services upon client requestInitiate Forms (IRA distribution, ACH, Journal, etc.)Support clients for Tax reporting needsSupport Premier/ High Net Worth brokerage trade inquiry/correction requestsSupport Premier/ High Net Worth brokerage for corporate reorgs election completionSupport Middle Office and Operations on all trade related matters and reportsSupport Sales Management and Regulatory ComplianceRespond to regulatory inquiries as neededReceive, review, and analyze a variety of reports and documents for accuracyMaintain proper desk activity record

For this role, HSBC targets a pay range between $68,000.00 and $101,900.00

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, additional languages proficiency and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.