DE033538-Capital Markets Ops Specialist

Accenture; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Accenture is seeking a Capital Markets Ops Specialist to support Wealth clients and advisors, providing expert guidance on banking products and processes. You will handle complex cases, ensure compliance with policies, and maintain strong relationships with internal partners to deliver superior service.

The role requires SME-level knowledge in wealth management, brokerage operations, and related processes, with a flexible schedule including weekends. Location is Taguig, Philippines.

Qualifications

• 5 years of experience in Wealth Management or Capital Market
• Brokerage Operations experience
• SME in relevant domain

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic requests.
• Be SME on banking products, processes, and programs; stay updated on changes.
• Address complex client needs with compliant, accurate solutions.
• Build relationships with Wealth advisors and internal partners to meet client needs.
• Manage day-to-day transactional needs and ensure SLA targets are met.
• Facilitate wire agreements and time-sensitive wire requests with high attention to detail.
• Identify trends from data and interactions to drive improvements.
• Lead projects to enhance processes, products, and policies for Wealth
• Support teammates with training and resources on the floor.
• Document client interactions and resolutions in CRM/Salesforce.com.
• Meet and exceed individual performance and behavioral standards.

Skills

Wealth Management

Capital Markets

Brokerage Operations

Subject matter expert

Job description

POSITION TITLE:

Capital Markets Ops Specialist

WORK SETUP:

Return to Office

OVERALL PURPOSE:

WSC Trainer

RESPONSIBILITIES:

1. Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests.
2. Serve as a subject matter expert on all banking products, processes, and programs, staying informed of updates and changes.
3. Identify specialized solutions and proactively address potential issues for clients with complex financial needs, ensuring compliance with branch operations manuals, audit requirements, and regulatory frameworks.
4. Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to effectively meet client needs.
5. Manage complex service issues and handle day‑to‑day transactional needs for assigned Wealth clients, ensuring efficiency and accuracy while meeting service level agreements.
6. Facilitate wire agreements and process time‑sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy.
7. Identify trends through data collection, reporting, and client interactions to drive insights and improvements.
8. Develop, lead, and execute innovative projects to enhance processes, products, services, operating policies, procedures, and the Wealth brand.
9. Support the skill development of teammates by providing interactive training, access to resources, and floor support.
10. Accurately document client interactions and resolutions in CRM/Salesforce.com.
11. Consistently meet and exceed individual performance standards, including quality, productivity, and behavioral expectations, while contributing to daily center service level standards.
12. Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM).

OTHERS:

Project Shift Schedule: Night Shift

Project Rest Day: Weekends Off

Project/Team Location: Taguig Uptown Bonifacio Tower 3

SKILL AND QUALIFICATIONS:

• 5 years of experience in Wealth Management or Capital Market
• With experience in Brokerage Operations
• Must be SME

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise, and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us at www.accenture.com

Equal Employment Opportunity Statement

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