DE033549-Wealth & Banking Service Quality Senior Analyst

Accenture; Philippines; On-site; PHP 520,000 - 720,000; Full time

Job summary

Accenture is seeking a Quality Auditing Sr Analyst to provide Wealth client support and expert guidance on banking products. The role requires QC and supervisory experience, with a focus on accurate issue resolution and adherence to regulatory standards.

The position involves returning to the office in Taguig, Philippines, with responsibilities spanning daily client interactions, process improvements, and mentoring teammates.

Qualifications

• 3–5 years of wealth management experience in banking or financial services.
• Quality control and supervisory experience is required.
• SME knowledge in wealth products and processes is a plus.

Responsibilities

• Provide primary service and problem resolution support for Wealth clients via phone and electronic requests.
• Act as SME on banking products, processes, and programs and stay updated on changes.
• Address complex client needs while ensuring compliance with policies and regulations.
• Build ongoing relationships with Wealth advisors and internal partners to meet client needs.
• Manage complex service issues, ensuring accuracy and adherence to SLAs.
• Document client interactions and resolutions in CRM/Salesforce.com.
• Support training and floor assistance to teammates.

Skills

Wealth management experience

QC experience

Supervisory experience

SME knowledge

Tools

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: Quality Auditing Sr Analyst

WORK SETUP: Return to Office

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

• 3-5 years of experience in Wealth management (Relationship Managers in Bank, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant)
• QC and Supervisory exp is required
• Alternately, the candidate should possess SME knowledge.

The following experiences will be validated during Skills Interview:

• QC
• If had coached and helped someone improve the performance
• Good to have QA experience

Equal Employment Opportunity Statement

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.

Accenture is committed to providing veteran employment opportunities to our service men and women.

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