DE033548-Wealth & Banking Service Supervisor

8003 Accenture Inc Company; Taguig; On-site; PHP 420,000 - 780,000; Full time

Job summary

Accenture is seeking a Capital Markets Ops Specialist for the Wealth Solutions Center in the Philippines. This Return-to-Office role provides service and problem‑resolution support for Wealth clients and advisors, maintains knowledge of banking products, and documents interactions in CRM.

The ideal candidate has a bachelor’s degree in business/finance, 5+ years in wealth management, 1–2 years in a supervisory role, proficiency with Client Central and Salesforce, and bilingual skills.

Qualifications

• Bachelor’s degree in business, accounting, finance, or banking.
• 5+ years of wealth management experience.
• 1–2 years in a supervisory role.
• 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 banking products, processes, and programs.
• Identify specialized solutions and address issues for clients with complex financial needs while ensuring compliance.
• Build and sustain relationships with Wealth advisors and internal partners to meet client needs.
• Document client interactions and resolutions in CRM/Salesforce.

Skills

Wealth management experience

Bilingual proficiency

Salesforce

Client Central

Education

Bachelor’s degree in business/finance/banking

Tools

Client Central

Salesforce

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

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 applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. Bring your incredible skills and join our global team of innovators. We come together from different backgrounds across the world and work with the latest technologies to create value and growth for our clients. With us, you’ll continue to learn and grow so you can advance in your career. Your personal dreams and ambitions are just as important to us; that’s why we offer support any way we can—when you thrive, we all thrive.

Explore your next step at Accenture Belong. Grow. Thrive. Join a great place to work for reinventors who drive meaningful change for our clients, communities, and the world. Wo rld. Explore your next step at Accenture