Client Services Representative : 00008D4N

Client Services Representative : 00008D4N

Job Information
Author pmnationtalk
Date December 7, 2016
Type Full Time
Company HSBC Bank Canada
Location Toronto, ON
Category Miscellaneous
Client HSBC Bank Canada
Contact Information
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Client Services Representative : 00008D4N

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 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


  • 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
  • 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 : 07-Dec-2016, 13:46:57 Unposting Date : 21-Dec-2016, 23:59:00

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