Wealth Relationship Support Specialist
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Finance & Banking
Job Description & How to Apply Below
HSBC in Irvine, California seeks a Wealth Relationship Officer to support Wealth Relationship Managers and registered securities representatives across banking and wealth servicing. You will help create outstanding client experiences by acting as the primary contact for clients and ensuring timely follow-through on requests and documentation.
Key requirements include FINRA Series 7 and 63 licensing, SIE or Life and Health licenses, and prior experience in financial services.
This role, Wealth Relationship Support Specialist at HSBC Holdings plc, could be your next career step.
Join HSBC Holdings plc and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Relationship Support Specialist role at HSBC Holdings plc, based in Irvine, CA, United States.
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