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Client Onboarding Expert (English and Spanish)

HSBC Service Delivery (Polska) Sp. z o.o.

  • Kapelanka 42a, Dębniki, Kraków
    Kraków, Lesser Poland
  • offer expired over a month ago
  • contract of employment
  • full-time
  • senior specialist (Senior), expert
  • remote recruitment
  • запрошуємо працівників з України
Запрошуємо працівників з України
Роботодавець відкритий для працевлаштування громадян України

HSBC Service Delivery (Polska) Sp. z o.o.

Kapelanka 42a



Your responsibilities

  • End to End management and coordination of the full customer onboarding journey (post sales)

  • Support for Customers and Relationship Managers, as well as Client Operation teams in the existing to bank space

  • Be the “operational" point of contact for Clients for all onboarding requirements

  • Be aware of the strategic Clients and their longer term requirements by engaging with the Relationship Managers

  • Responsible for the management and quality of all requests for Clients in portfolio – document collection, become SME for local and Cross Border onboarding

  • Build and maintain relationships outside of Client management, including Front Office, IT, Legal and Compliance functions

Our requirements

  • Proven experience of leading the delivery of excellent Customer service, proactively looking for innovative ways to improve service delivered to Customers

  • Understanding of the Onboarding and KYC processes desirable

  • Pro-active and business orientated with proven ability to prioritize and manage conflicting demands and ability to assess stakeholder needs to improve Customer experience and showing resilience under pressure and providing best in class solutions

  • Previous experience of developing relationships by communicating, influencing and negotiating effectively with business heads, senior managers, consultants, technical experts and business users

  • Bachelor’s degree or equivalent professional qualification in banking / finance / economics / similar field

  • A comprehensive understanding of risk management and proven experience of ensuring compliance with relevant regulatory processes

  • Strong interpersonal skills with highly developed capacity to influence others

  • Ability to prioritize and work independently under pressure

  • Excellent command of English and Spanish (verbal and written)


  • Other European language is a plus

  • Experience in a major financial institution, within a matrix environment

  • Benefits

  • sharing the costs of sports activities

  • private medical care

  • sharing the costs of foreign language classes

  • sharing the costs of professional training & courses

  • life insurance

  • remote work opportunities

  • flexible working time

  • integration events

  • corporate sports team

  • doctor’s duty hours in the office

  • retirement pension plan

  • corporate library

  • no dress code

  • video games at work

  • coffee / tea

  • parking space for employees

  • leisure zone

  • extra social benefits

  • employee referral program

  • opportunity to obtain permits and licenses

  • charity initiatives

  • family picnics

  • extra leave

Recruitment stages

Phone interview


Online assessment


Zoom interview


Welcome to HSBC!

About the role

Wholesale Client Service is responsible for global client onboarding, due diligence, credit analysis and relationship servicing for HSBC clients. It is an essential department, complimenting Relationship Management to provide full-service support through the full client lifecycle.

Wholesale Client service takes full account of cost, customer service, control and regulatory requirements to oversee delivery of high quality due-diligence and client service.

It aims for process excellence across each function (due-diligence, Client Documentation Negotiation, KYC and Client Data) delivering an integrated global service to client.

This role is to support the European complex onboarding business. This is the senior independent role within Wholesale Client Services responsible for managing onboarding projects for corporate Customers.

HSBC Service Delivery (Polska) Sp. z o.o.

HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through a network that covers 64 countries and territories.

HSBC Service Delivery (Polska) Sp. z o.o. is HSBC's global finance, operations, risk and technology centre. We use our unique expertise and capabilities to provide specialised services – our people range from technologists transforming the banking experience to operations professionals managing 1.7 trillion payments a year.

Our Purpose – Opening up a world of opportunity – explains why we exist. We are 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.

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