Client Service Analyst | Wealth Management

Accenture; Metro Manila; Hybrid; PHP 480,000 - 720,000; Full time

Benefits offered by this job

Competitive rewards

Training programs

Tech exposure

Job summary

Accenture in the Philippines is seeking customer-focused professionals with 2-3 years of experience in Wealth Management or Banking operations to join our team. You will serve as the primary contact for Wealth clients and advisors, resolving inquiries via phone, email, and chat while collaborating with Wealth Advisors and internal partners to deliver a seamless client experience.

You will build knowledge of Wealth products, banking services, and procedures, ensuring regulatory compliance and

Qualifications

• Bachelor's degree in Business, Finance, Economics, Banking, Management, or related field.
• 2-3 years of experience in Wealth Management, Banking Operations, Financial Services, Investments, Customer Service, or CRM.
• Excellent English communication; client-focused with strong problem-solving and relationship skills.

Responsibilities

• Serve as the primary point of contact for Wealth clients and advisors regarding service inquiries and issue resolution.
• Handle client requests through phone, email, and other virtual communication channels.
• Build understanding of Wealth Management products, banking services, policies, and procedures.
• Deliver tailored solutions while ensuring regulatory compliance and internal controls.
• Support day-to-day banking transactions and related client activities.
• Document client interactions and resolutions using CRM systems such as Salesforce.

Skills

English communication

Problem solving

Relationship building

Stakeholder management

Client service

Education

Bachelor's degree in Business/Finance/related field

Tools

Salesforce

Job description

About the role

We are looking for customer-focused professionals with 2-3 years of experience in Wealth Management, Banking, Financial Services, Investments, or Client Service Operations to join our team.

In this role, you will serve as a primary point of contact for Wealth clients and advisors, providing exceptional service and timely resolution of inquiries through phone, email, and chat channels. You will work closely with internal partners and Wealth Advisors to deliver a seamless client experience while supporting a broad range of banking and Wealth Management services.

Key responsibilities

• Serve as the primary point of contact for Wealth clients and advisors regarding service inquiries and issue resolution.
• Handle client requests through phone, email, and other virtual communication channels.
• Build a strong understanding of Wealth Management products, banking services, policies, and operational procedures.
• Deliver tailored solutions while maintaining compliance with regulatory requirements and internal controls.
• Support day-to-day banking transactions, including account servicing, fund transfers, wire requests, and related client activities.
• Process time-sensitive requests accurately and efficiently while meeting established service-level agreements (SLAs).
• Build and maintain strong relationships with Wealth Advisors and internal stakeholders to support client needs.
• Accurately document client interactions, case updates, and resolutions using CRM systems such as Salesforce.
• Consistently achieve performance metrics related to quality, productivity, customer experience, and operational excellence.
• Contribute to client satisfaction and service excellence initiatives.

About you

• Bachelor's degree in Business, Finance, Economics, Banking, Management, or any related field.
• 2-3 years of experience in Wealth Management, Banking Operations, Financial Services, Investments, Customer Service, or Client Relationship Management.
• Experience supporting high-net-worth, affluent, preferred banking, wealth, investment, or financial-services clients is an advantage.
• Strong commitment to delivering excellent customer experience and resolving client concerns effectively.
• Proven ability to manage client inquiries while maintaining professionalism, accuracy, and attention to detail.
• Excellent verbal and written English communication skills.
• Voice proficiency at B2 level or higher.
• Experience working in a service-oriented, fast-paced, and performance-driven environment.
• Familiarity with CRM tools such as Salesforce is an advantage.
• Strong problem-solving, relationship-building, and stakeholder-management skills.

Work Setup & Schedule

• Location: Uptown Bonifacio Tower 3, Taguig
• Night Shift
• Fixed Weekends Off
• Hybrid / Onsite Setup (subject to project requirements)

About us

Accenture in the Philippines is a pioneer in Accenture's global delivery network. Over the past 30 years, we have expanded our capabilities to become a powerhouse company providing end-to-end technology and business services. As part of Accenture's global footprint in over 120 countries, covering 40-plus industries, we have been working with the biggest companies in the country and around the globe. Innovation, a constant at Accenture, enables us to find new ways to stay ahead of our clients' challenges. Our inclusive, diverse, and strong culture of equality helps us constantly drive innovation in the workplace.

Benefits

• You will be part of Accenture's growing community of technology professionals, continually expanding to provide the best services to our clients.
• You will be working on innovative projects, while being exposed to the latest emerging technologies and industry best-practices.
• Trainings and development programs and courses to help you grow your own tech stack and certifications.

• Competitive Total Rewards (Compensation, Performance Bonus, 13th Month Pay, Day 1 HMO & Life Insurance Coverage)

*Terms & Conditions apply.

What we believe

All our leaders are committed to building a better, stronger, and more durable company for future generations to create positive, long-lasting change. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and creative, which helps us better serve our clients and our communities.

Our position as partner to many of the world’s leading businesses, organizations and governments affords us both an extraordinary opportunity and a tremendous responsibility to make a difference. Sustainability is one of our greatest responsibilities, which we embed it into everything we do and for everyone we work with.

Accenture is committed to providing equal employment opportunities for persons with disabilities. Please let your recruiter know if you require reasonable accommodation to enable your participation in the recruitment process, they will be happy to assist you.