CLM Operations

The opportunity:  CLM Operations & Servicing Analyst

At HSBC, we’re a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent like you to help us meet our ambition. Whether you want a career that could take you to the top or in an exciting new direction—we offer opportunities, support and rewards that will take you further. 

The CLM Operations & Servicing Analyst is responsible for managing all CLM tasks for new or existing clients mainly but not only on  subject related to client operations & servicing. The CLM Operations & Servicing Analyst will ensure to support FO with delivering a high level of service for our end clients. She/He  will ensure to be compliant with internal and external guidelines and regulations. She/He will report to the Head of CLM Operations & Servicing.

Are you interested ? Do you have client lifecycle management experience ?  Do you enjoy to be part of a cohesive team ? 

If you answered yes to any of these questions, we want to hear from you  

What you will do:

The CLM Operations & Servicing Analyst duties will be:

• To complete the technical account opening in the core banking systems.
  
• To handle the analyse and registration of any documents related to operations & servicing in the bank systems for all existing to the bank accounts.
  
• To perform the technical closure of all client accounts in the bank systems.
  
• To handle the administrative tasks related to e-process.
  
• To manage and complete all daily requests (Team general mailbox and Unblocking mailbox).
  
• To handle recurrent reporting (i.e.: dormant accounts).
  
• To manage MFO & Counterparties tasks in the bank systems (i.e.; MFO annual review).
  

Impact on the Business & key objectives:

•  To provide advisory support to front office staff for all existing customersrelated to the CLM operations & servicing activities, this includes:
  • Guidance on the documentation.
    
  • Risk approach to modification management.
    
  • Documentation registration within defined treshold.
• Drive the client experience efforts in line with CLM’s client experience strategy focusing on working proactively supporting the FO managing existing clients in a cohesive and meaningful manner.
  
• Maintain highest standard of excellence in client service across the team and with individual portfolio through a range of initiatives.
  
• Deliver consistent fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

Leadership & Teamwork:

• Work collaboratively across the organization – ensuring first-class relationships with COO, the Front Office, HOST, FCC, Legal and the local leadership team.
  
• Foster strong relationships with all areas of the business in particular with the Front Office.
  
• Develop a network of contacts throughout the private bank to ensure advice and guidance is accurate.
  
• Challenge own knowledge to develop a continuous learning on and off the job.
  
• Operate with flexibility and adaptation according to workload variations.

Operational Effectiveness & Control:

• Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures (CDD, AML and Sanctions) that apply to the conduct of the business in which the jobholder is involved.
• Take personal accountability for keeping their risk knowledge up to date and completes mandatory learning promptly.
• Resolve all identified issues promptly and escalate as appropriate to ensure timely awareness of any material concerns.
• Adhering strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; escalating control weaknesses.
• Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

You should apply if you have:

• Working knowledge of AML, regulatory compliance and controls within the banking and financial services industry.
  
• Can-do and problem solving attitude.
  
• At ease under pressure and demonstrating good resilience.
  
• Strong teamwork initiative.
  
• Good research and communication skills.
  
• Ability to work professionally with all levels of staff and management.
  
• Skilled IT user with a capacity to adapt to new or complex tools and use efficiently all usual software suit (Excel, Word, Access, Outlook, etc.
  
• Flexible and accountable: Open (to different ideas and cultures), dependable (by doing the right thing and take personal accountability) and Connected (with our clients, providers, regulators and colleagues by demonstrating collaboration and respect).
  
• Minimum of a B.A. degree or relevant work experience.
  
• Fluent in French and English both written and spoken.
  
• International profile with practice in other countries and multi-cultural experience is a plus.
• Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return

We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.

You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can include: 

• Health & meal allowance, public transport or (e-)bike allowance.
• Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil.
• Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave.
• Emergency Childcare with the Red Cross, free of charges for HSBC employees.
• Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave.
• Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme.

We’ll give you a huge range of resources that support your mental, physical and social well-being, including: 

• Various sports and leisure activities organised by the employees for the employees. 
• The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
• You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices.
• You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.