DE033549-Wealth & Banking Service Quality Senior Analyst

8003 Accenture Inc Company; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

Accenture is seeking a Quality Auditing Senior Analyst for Wealth client services, operating from Taguig with a return-to-office setup. The role focuses on problem resolution, product expertise, compliance, and client relationship management to ensure high standards of service and accuracy.

Responsibilities include handling complex inquiries, guiding incidents through CRM/Salesforce, and driving process improvements while supporting team skill development and meeting performance metrics.

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.
• SME knowledge; experiences validated during Skills Interview; coaching and performance improvement is a plus; QA experience is a bonus.

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests.
• Serve as a subject matter expert on all banking products, processes, and programs, staying informed of updates and 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 maintain 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.
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy.
• Identify trends through data collection, reporting, and client interactions to drive insights and improvements.
• Develop, lead, and execute innovative projects to enhance processes, products, services, operating policies, procedures, and the Wealth brand.
• Support the skill development of teammates by providing interactive training, access to resources, and floor support.
• Accurately document client interactions and resolutions in CRM/Salesforce.com.
• Consistently meet and exceed individual performance standards, including quality, productivity, and behavioral expectations, while contributing to daily center service level standards.
• 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

Wealth management

QC experience

Supervisory experience

SME knowledge

QA experience

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

RESPONIBILITIES:

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

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

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