Job Advert Details
The Client Services Manager (CSM) is responsible for proactive client engagement across HSBC Global Payments Solutions (GPS) products, with a strong focus on service delivery and ongoing client support for Cash Management solutions. The role owns day-to-day service management for a portfolio of designated clients, ensuring they achieve the best outcomes from HSBC’s products, platforms and technologies.
You’ll partner with clients throughout their Cash Management journey, acting as their advocate within HSBC and with relevant partners. Over time, you’ll build trusted relationships across technical stakeholders and, where applicable, senior client decision-makers.
Key Responsibilities
- Provide daily support to clients, enabling effective use of HSBC Internet Banking and other GPS Cash Management solutions (including payments, collections, liquidity/investments and treasury-related services, as applicable).
- Own service accountability for the assigned client portfolio, driving client satisfaction, retention and growth opportunities.
- Develop and maintain strong relationships with clients and relevant third parties.
- Plan and execute account governance activities (e.g., service reviews, incident follow-ups, action plans) to optimise the support provided.
- Ensure service quality, accurate client/account information and timely resolution of issues, coordinating internal teams as needed.
- Identify and progress opportunities aligned to client needs, contributing proactively to business growth and improved client outcomes.
Qualifications
Requirements
- Minimum 2 years’ experience in banking and/or financial institutions (preferably in Cash Management, Payments, Client Services or Operations).
- Bachelor’s degree in Business Administration, Finance or related fields.
- Fluent English (written and spoken).
- Spanish is a plus.
Desirable technical skills
- Knowledge of payments and collections file formats: local (CNAB) and global standards (e.g., XML/ISO 20022).
- Corporate Cards knowledge/experience.