Client Service Analyst

Accenture; Taguig; On-site; PHP 391,000 - 614,000; Full time

Benefits offered by this job

Joining bonus

Job summary

Accenture in Taguig, Philippines is seeking a customer-focused wealth management support specialist. You will be the primary contact for clients and financial advisors, handling inquiries, resolving issues, and processing banking transactions with accuracy and compliance.

The role requires 2–3 years of relevant experience, strong analytical and service skills, and English proficiency. Night shifts onsite at our Taguig office offering opportunities to grow within a regulated financial services

Qualifications

• 2–3 years of relevant experience in wealth management or financial services.
• Experience in wealth management, banking, investments, or financial services.
• Strong analytical and client servicing skills.
• Proficient in English communication.
• Available to work night shift and onsite in Taguig.

Responsibilities

• Act as a primary contact for clients and financial advisors.
• Resolve inquiries and service requests efficiently.
• Support daily account servicing and banking transactions.
• Monitor service requests to ensure timely completion.
• Maintain accurate customer records and case documentation.
• Work with operational and advisory teams to meet standards.
• Meet performance, quality, and client satisfaction targets.

Skills

Client servicing

Analytical skills

English communication

Night shift

Job description

Join a team focused on delivering outstanding service experiences to wealth banking clients. This role combines client relationship management, transaction support, and problem resolution within a highly regulated financial services environment.

Key Responsibilities

• Act as a primary point of contact for clients and financial advisors.
• Resolve inquiries and service requests efficiently.
• Support daily account servicing and banking transactions.
• Monitor service requests to ensure timely completion.
• Maintain accurate customer records and case documentation.
• Work collaboratively with operational and advisory teams.
• Meet performance, quality, and client satisfaction standards.

Qualifications

• 2 to 3 years of relevant experience.
• Background in Wealth Management, Banking, Investments, or Financial Services.
• Strong analytical and client servicing skills.
• B2 English communication proficiency.
• Flexible to work night shift and onsite in Taguig.

Joining Bonus for successful applicants!