Client Service Team Lead (Finance)

Accenture; Taguig; On-site; PHP 600,000 - 1,000,000; Full time

Benefits offered by this job

Joining Bonus opportunities

Job summary

Accenture Philippines seeks a Client Service Team Lead to oversee a team supporting wealth and banking clients, delivering exceptional service across inquiries, account servicing, and operations. You will lead, coach, and partner with Wealth Advisors and internal groups, ensuring compliance, quality, and client satisfaction in a fast-paced, onsite night-shift role.

This role emphasizes leadership, stakeholder management, and process improvements to elevate the client experience within a global

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Banking, or a related field.
• At least 1 year of leadership, supervisory, coaching, or team management experience.
• Minimum of 3 years of experience supporting clients within Banking, Wealth Management, Investments, or Financial Services.
• Experience working with Wealth Advisors, relationship managers, or high-value clients is advantageous.
• Familiarity with Salesforce, Client Central, or other CRM platforms is preferred.

Responsibilities

• Provide day-to-day leadership to a team supporting wealth and banking clients.
• Serve as a key escalation point for advisor and client service concerns.
• Build strong partnerships with Wealth Advisors and internal support groups.
• Help drive a culture focused on responsiveness, accountability, and customer satisfaction.
• Monitor team performance and identify opportunities for coaching and development.
• Support service delivery across client inquiries, account servicing, and transaction-related requests.
• Ensure team compliance with internal procedures, audit requirements, and regulatory expectations.
• Encourage process improvements that enhance efficiency and strengthen the overall client experience.
• Promote effective use of CRM tools and accurate maintenance of client records.
• Contribute to business goals by driving engagement, quality, and operational excellence.

Skills

Leadership

Stakeholder management

Communication

Attention to detail

Adaptability

Education

Bachelor's degree in Business/Finance/Accounting/ Banking

Tools

Salesforce

Client Central

CRM platforms

Microsoft Office

Job description

Are you a people leader who thrives in a client-focused environment? We're looking for a Client Service Team Lead to oversee a team supporting Wealth Advisors and banking clients across a variety of service and operational needs.

In this role, you'll balance leadership, stakeholder engagement, and operational oversight while helping your team deliver a seamless experience to clients with sophisticated financial needs. You'll work closely with advisors, business partners, and frontline specialists to ensure every interaction reflects the highest standards of service excellence.

What You'll Be Responsible For

• Provide day-to-day leadership to a team supporting wealth and banking clients.

• Serve as a key escalation point for advisor and client service concerns.

• Build strong partnerships with Wealth Advisors and internal support groups.

• Help drive a culture focused on responsiveness, accountability, and customer satisfaction.

• Monitor team performance and identify opportunities for coaching and development.

• Support service delivery across client inquiries, account servicing, and transaction-related requests.

• Ensure team compliance with internal procedures, audit requirements, and regulatory expectations.

• Encourage process improvements that enhance efficiency and strengthen the overall client experience.

• Promote effective use of CRM tools and accurate maintenance of client records.

• Contribute to business goals by driving engagement, quality, and operational excellence.

What We're Looking For

• Bachelor's degree in Business, Finance, Accounting, Banking, or a related field.

• At least 1 year of leadership, supervisory, coaching, or team management experience.

• Minimum of 3 years of experience supporting clients within Banking, Wealth Management, Investments, or Financial Services.

• Experience working with Wealth Advisors, relationship managers, or high-value clients is advantageous.

• Familiarity with Salesforce, Client Central, or other CRM platforms is preferred.

• Strong communication and stakeholder management skills.

• Ability to prioritize multiple responsibilities while maintaining exceptional attention to detail.

• Self-motivated, adaptable, and comfortable in a fast-paced environment.

• Proficiency in Microsoft Office applications.

• Willing to work onsite and on a night shift schedule.

Why Join Us?

• Opportunity to lead within a global financial services environment.

• Exposure to wealth management and advisor support operations.

• Career growth opportunities within client experience and service leadership functions.

• Joining Bonus opportunities available for qualified candidates.