Wealth Services Specialist; Hybrid Trade & Support
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-08-31
Listing for:
HSBC
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
HSBC is seeking a Wealth Services Specialist to provide account support and trade execution for WPB Premier clients. You will handle domestic and international orders by phone or email and assist Wealth Centers, WRMs, and internal teams in multiple languages.
The role requires Series 7 and 66 licensing, strong product knowledge, and the ability to manage priorities with confidentiality. A hybrid work setup applies in the US, with an emphasis on client service and regulatory compliance.
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