Client Services Representative

At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our New York, New York office.

The GTRF Client Service Representative is a client-facing role and the central point of contact for all client Trade related transactional needs and service solutions for the assigned client standard portfolio. The main purpose of the role is to deliver a valued and best in class client experience, built on deep Services, strong internal networks across frontline (Business Development Managers and Relationship Managers) and back office functions, and a deep understanding of the client's trade business across the Group.

About Us

Our purpose - Opening up a world of opportunity - explains why we exist. We're here to 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.

HSBC Global Trade and Receivables Finance is one of the largest trade services organizations in the world, offering a comprehensive range of forward-thinking supply chain and traditional trade solutions for Commercial (CMB) and Global Banking & Markets (GBM) clients. It has been repeatedly recognized by the industry's most prominent publications and associations in numerous awards for its strength in combining innovation and service excellence with end-to-end client solutions.

Here's what you might expect on a typical day:
  • Lead the communication with GTRF clients and partners via telephone toll, shared mail-box and HSBC System's transactions queues.
  • Provide transactional information such as transactional queries, issues and complaints, in line with agreed SLAs and relevant standards (incl. financial crime and regulatory).
  • Actively smooth the processing of pending transactions becoming the first contact point and liaison between clients, relationship team and operation team.
  • Provide Trade advice to stakeholders such as feedback, policies, transaction requirements and training.
  • Update information from client/stakeholder in timely manner for correct KYC updates.


Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions

Please apply if you have:
  • Experience in commercial or standby letters of credit, trade services, trade finance USP600 or ISP98.
  • Experience with banking products and practices.
  • Strong Financial Crime Compliance knowledge applicable for Trade Transactions - at least 1 year in a department that has either analyzed or had a Financial Crime Risk Control Procedures in their day to day process.
  • Be able to demonstrate strong commitment to service excellence and client relationship management skills in current role.
  • Microsoft Excel and Outlook - intermediate level
  • Strong influencing and negotiation skills with effective written and oral communication.

As an HSBC employee, you will have access to tailored professional development opportunities and a competitive pay and benefits package. We work hard to ensure that our workplace is a diverse, inclusive and meritocratic environment and we have a strong commitment to sustainability. Our Employee Resource Groups (ERGs) play a central part in life at HSBC, including the development of our employees and our connection to the communities and customers we serve. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank for the future!


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.