Job title: US RO Support Associate This role will be responsible for providing administrative support to US Relationship Officers across restructuring, account-opening activities and KYC upkeep. The role will cover operational steps required to progress account-opening requests, including client profile creation, information and documentation coordination, request tracking, and follow-up on outstanding items, as well as other defined and ad hoc administrative tasks where required. In this role, you will: Principal Accountabilities and Responsibilities (e.g. for Business, Customers and Stakeholders; internal control environment, etc.)
• Provide administrative support to US Relationship Officers for restructuring, account-opening and KYC upkeep.
• Receive requests and perform an initial completeness check of the information and supporting documentation provided.
• Create and maintain client profiles required as part of the account-opening process.
• Capture and update relevant customer and account information accurately in the applicable systems and templates.
• Coordinate with Relationship Officers and relevant support teams to obtain missing information or documentation.
• Track requests through defined process stages, maintain accurate status updates, and follow up on outstanding actions within agreed timelines.
• Identify incomplete or inconsistent information and escalate exceptions to the appropriate stakeholder for resolution.
• Maintain complete process records and support required quality-control checks in line with applicable procedures.
• Complete other defined and ad hoc administrative activities in support of the US RO team. To be successful you will: Functional Knowledge
• Minimum of a bachelor’s degree in business / finance or relevant work experience.
• Proven communication, analytical, organizational, and planning skills,



with the ability to communicate clearly and effectively in both written and verbal interactions.
• Robust stakeholder management skills, with the proven ability to collaborate effectively with a wide range of stakeholders while also working independently.
• Technology Skills, including knowledge of Microsoft Office Applications.
• Knowledge of private banking is desired but not essential. Others
• Proficient and professional communication and interpersonal skills with demonstrated ability to work with stakeholders at different levels of seniority.
• Highly professional approach, competent with the ability to work independently.
• Analytical and focused on attention to detail, able to deliver work to a high standard of quality and to set deadlines.
• Ensure all activities are completed accurately and all process requirements are met, with data input dealt with in a timely manner and in the correct and consistent format. Hsbc.com/careers You’ll achieve more at HSBC HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.” Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. *Issued By HSBC Electronic Data Processing (India) Private LTD*

📌 US RO Support Associate (Bengaluru)
🏢 HSBC
📍 Bengaluru