DE033538-Capital Markets Ops Specialist

Accenture in the Philippines; Philippines; On-site; PHP 400,000 - 700,000; Full time

Job summary

Accenture in the Philippines is seeking a Capital Markets Ops Specialist to support Wealth clients and advisors from a Return to Office setup in Taguig Uptown Bonifacio Tower 3. The role emphasizes process excellence, regulatory compliance, and proactive issue resolution.

The candidate will act as a subject matter expert on banking products, manage complex service needs, and contribute to project initiatives while documenting all interactions in CRM systems.

Qualifications

• 5 years of experience in Wealth Management or Capital Markets.
• Experience in Brokerage Operations.
• Must be SME in wealth or capital markets.

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic requests.
• Serve as SME on banking products, processes, and programs; stay updated on changes.
• Ensure compliance with branch ops manuals, audits, and regulatory frameworks for complex needs.
• Build and maintain relationships with Wealth advisors and internal partners.
• Manage complex service issues and day-to-day transactions for Wealth clients, meeting SLAs.
• Facilitate wire agreements and time-sensitive wire requests for Wealth clients with accuracy.
• Identify trends via data, reporting, and client interactions to drive insights.
• Develop and lead innovative projects to enhance processes, products, and policies.
• Support teammates’ skill development with training and floor support.
• Document client interactions and resolutions in CRM/Salesforce.com.
• Meet and exceed performance standards, including quality, productivity, and behavior.

Skills

Wealth Mgmt

Capital Markets

Brokerage Ops

SME

Job description

• ONLY THOSE APPLICANTS WHO ALREADY HAVE THE RIGHT TO LIVE AND WORK IN THIS COUNTRY ARE ELIGIBLE TO APPLY FOR THIS ROLE--- POSITION TITLE: Capital Markets Ops Specialist WORK SETUP: Return to Office OVERALL PURPOSE: WSC Trainer RESPONSIBILITIES: The following outlines the primary responsibilities of this role. Additional duties, both major and minor, may be assigned as business needs evolve. 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:

• ONLY THOSE APPLICANTS WHO ALREADY HAVE THE RIGHT TO LIVE AND WORK IN THIS COUNTRY ARE ELIGIBLE TO APPLY FOR THIS ROLE--- POSITION TITLE: Capital Markets Ops Specialist WORK SETUP: Return to Office OVERALL PURPOSE: WSC Trainer RESPONSIBILITIES: The following outlines the primary responsibilities of this role. Additional duties, both major and minor, may be assigned as business needs evolve. 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