Client Lifecycle Management Operations and Servicing Analyst

Job description

The opportunity: Client Lifecycle Management Operations & Servicing Analyst

You will be part of HSBC in Switzerland, close to our clients and our business. The CLM Operations & Servicing Analyst is responsible for managing sales related customer lifecycle events. If you are ambitious and looking for opportunities to learn and grow, this could be the role for you!

What you will do

The CLM Operations & Servicing Analyst is a front office role responsible for managing sales related customer lifecycle events. The role includes:

• The initial organization and coordination in the front office
• The technical closure of all assets in the bank
• Facilitating administrative tasks in order to adapt them to the right processes
• The management and completion of all daily reports (tax gross income and withholding tax details)
• The administration of MIFID in the role of investment advice (e.g. suitability reports)
• The CLM Operations & Servicing Analyst will also support C2 in delivering a high level of service to our customers. This includes:
• Guidance on documentation
• Initial approach to change management
• Decentralized registration within defined thresholds

Requirements

• Relevant experience in the financial services sector
• Working knowledge of AML, regulatory guidelines and controls in the banking and financial services sector
• Skills and problem-solving態度

What you get in return

• You'll find a great place to work here, but we also offer the following ongoing activities and benefits:
• We'll help you develop your career, including access to development programs, mentoring and coaching, and world-class training through HSBC University
• You see what you deliver and how, where you want and how you achieve your goals
• Our benefits help you to become financially and mentally fit:
• Health and wellbeing allowance, gym membership, discounts
• Up to 20 days annual leave (excluding national holiday). A generous travel and entertainment allowance
• Pension contributions (18.3% employer, 6.7% typically employee)

Our culture

• HSBC was recognized as a "Top Employer" in Switzerland in 2023. We recognize that our employees are our most valuable asset. This recognition reflects our strong HR practices and employee engagement at HSBC as an HR leader in Europe
• HSBC has been certified as a "Top Employer Europe" in Switzerland. This accreditation is awarded to organizations that can demonstrate that they offer an outstanding working environment