Client Service Analyst - Wealth Management

Accenture; Taguig; Hybrid; PHP 446,000 - 781,000; Full time

Benefits offered by this job

HMO from day one

Global exposure

Structured training

Job summary

Accenture in Taguig is seeking a Wealth & Banking Client Service Analyst to support high-value clients and their Wealth Advisors. You will resolve service requests by phone, email, and chat, ensuring accurate and timely processing of transactions.

Join a global firm with on-site night shift requirements in BGC Taguig. Bring 2+ years of wealth management client service experience and a solid understanding of banking products and processes.

Qualifications

• At least 2 years of relevant client service experience in Wealth Management, Banking, or Investment.
• Bachelor's degree (any course) — Business, Finance, Accounting, or Banking is a plus.
• English voice proficiency at least B2.
• Exposure to retail banking or wealth platforms such as Salesforce is a strong advantage.
• Strong communication skills, sharp attention to detail, and the ability to juggle multiple priorities.
• Willing to work on site in BGC Taguig on a night shift.

Responsibilities

• Be the primary point of contact for service and problem resolution for Wealth clients and advisors.
• Build deep expertise across banking products, processes, and programs — and stay current as they change.
• Deliver tailored solutions for clients with complex financial needs, working within audit and regulatory frameworks.
• Partner with Wealth Advisors and internal teams to give clients seamless, end-to-end support.
• Handle day-to-day transactions — transfers, overdrafts, and account servicing — accurately and within SLA.
• Facilitate wire agreements and process time-sensitive wire requests with precision.
• Document every client interaction and resolution in CRM/Salesforce.
• Consistently hit quality, productivity, and behavioral performance targets, and help lift the team's Client Service Measurement (CSM) scores.

Skills

Wealth client service

English B2

CRM experience

Strong communication

Multitasking

Education

Bachelor's degree (any course)

Tools

Salesforce

Job description

Take your banking experience global. Be the trusted voice behind a leading international bank's wealth clients. As a Wealth & Banking Client Service Analyst, you'll support high-value clients and their Wealth Advisors — resolving service requests by phone, email, and chat, and making sure every transaction lands accurately and on time.

What you'll do

• Be the primary point of contact for service and problem resolution for Wealth clients and advisors.

• Build deep expertise across banking products, processes, and programs — and stay current as they change.

• Deliver tailored solutions for clients with complex financial needs, working within audit and regulatory frameworks.

• Partner with Wealth Advisors and internal teams to give clients seamless, end-to-end support.

• Handle day-to-day transactions — transfers, overdrafts, and account servicing — accurately and within SLA.

• Facilitate wire agreements and process time-sensitive wire requests with precision.

• Document every client interaction and resolution in CRM/Salesforce.

• Consistently hit quality, productivity, and behavioral performance targets, and help lift the team's Client Service Measurement (CSM) scores.

What you'll need

• At least 2 years of relevant client service experience in Wealth Management, Banking, or Investment.

• Bachelor's degree (any course) — Business, Finance, Accounting, or Banking is a plus.

• English voice proficiency at least B2.

• Exposure to retail banking or wealth platforms such as Client Central or Salesforce is a strong advantage.

• Strong communication skills, sharp attention to detail, and the ability to juggle multiple priorities.

• Willing to work on site in BGC Taguig on a night shift.

Why Accenture

Join one of the world's leading professional services companies — approximately 791,000 people serving clients in over 120 countries. You'll get global banking exposure, structured training, HMO from day one, and a clear path into wealth management, brokerage, and fraud operations roles.

Only applicants who already have the right to live and work in the Philippines are eligible to apply.