DE033548-Wealth & Banking Service Supervisor

Accenture; Philippines; On-site; PHP 480,000 - 700,000; Full time

Job summary

Accenture is seeking a Capital Markets Ops Specialist to join the Wealth Solutions Center in Taguig, Philippines. This Return to Office role provides primary service and problem resolution support for Wealth clients and advisors, navigating complex inquiries with accuracy and professionalism.

You will maintain knowledge of banking products and procedures, document interactions in CRM, and contribute to process improvements while ensuring compliance with audit and regulatory standards and meeting

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 any updates or changes.
• 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.
• Build and sustain professional, ongoing relationships with Wealth advisors and internal partners to effectively meet client needs.
• Manage complex service issues and handle day-to-day transactional needs for assigned Wealth clients, ensuring efficiency and accuracy while meeting service level agreements.
• Contribute to the ongoing improvement and refinement of the Wealth brand, processes, products, services, and operating policies and procedures.
• Support Wealth Solutions Center enhancement projects, including training, reporting, innovation, execution, and resource management.
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy.
• Accurately document client interactions and resolutions in CRM/Salesforce.com.
• Consistently meet and exceed required performance standards, including quality, productivity, and behavioral expectations.
• Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM).

Skills

Client service

Salesforce

Bilingual

Education

Bachelor's degree in business/finance/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).

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.

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

Project Shift Schedule: Night Shift Project Rest Day: Weekends Off Project/Team Location: Taguig Uptown Bonifacio Tower 3

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

We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicablelaw.Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.