DE033548-Wealth & Banking Service Supervisor

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

Job summary

Accenture is seeking a Capital Markets Operations Specialist in the Philippines to support Wealth clients and advisors via phone and electronic requests in a return-to-office setup.

The role focuses on resolving issues, maintaining product knowledge, ensuring regulatory compliance, and collaborating with Wealth teams to deliver outstanding service and meet performance SLAs.

Qualifications

• Bachelor’s degree in business, accounting, finance, or banking.
• Three or more years of client service experience in banking, investment, or financial planning.
• Proficiency in retail banking applications (e.g., Client Central, Salesforce).
• Bilingual proficiency.

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests.
• Maintain a proficient understanding of all banking products, processes, and programs, staying informed of updates or changes.
• Identify specialized solutions and address potential issues for clients with complex financial needs, ensuring compliance with regulatory frameworks.
• Build and sustain professional relationships with Wealth advisors and internal partners to meet client needs.
• Manage complex service issues and day-to-day transactional needs for Wealth clients, ensuring efficiency and accuracy while meeting SLAs.
• Contribute to ongoing improvement of Wealth brand, processes, services, and policies.
• Support Wealth Solutions Center projects including training, reporting, and resource management.
• Facilitate wire agreements and time-sensitive wire requests for Wealth clients with high accuracy.
• Document client interactions and resolutions in CRM/Salesforce.com.
• Meet and exceed required performance standards including quality and productivity.
• Work a flexible schedule including shifts on weekdays and Saturdays.

Skills

Client service

Bilingual

CRM usage

Education

Bachelor’s degree in business, accounting, finance, or banking

Tools

Salesforce

Client Central

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: The Wealth Solutions Center Service Specialist II serves as a centralized extension of the Wealth Advisor's in-market team, dedicated to delivering exceptional service and problem resolution for assigned Wealth clients. This role operates in a dynamic, team-oriented, and fast-paced environment.

RESPONSIBILITIES:

• 1. Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests.
• 2. Maintain a proficient understanding of all banking products, processes, and programs, staying informed of any updates or 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 sustain 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. Contribute to the ongoing improvement and refinement of the Wealth brand, processes, products, services, and operating policies and procedures.
• 7. Support Wealth Solutions Center enhancement projects, including training, reporting, innovation, execution, and resource management.
• 8. Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy.
• 9. Accurately document client interactions and resolutions in CRM/Salesforce.com.
• 10. Consistently meet and exceed required performance standards, including quality, productivity, and behavioral expectations.
• 11. Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM).

• Bachelor’s degree in business, accounting, finance, or banking.
• Three or more years of client service experience in banking, investment, or financial planning.
• Proficiency in retail banking applications (e.g., Client Central, Salesforce).
• Bilingual proficiency.

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 (Relationship Managers in Bank, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant).
• 1-2 years of Supervisory Role

Equal Employment Opportunity Statement

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.

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