DE033551-Wealth & Banking Service Helpdesk Senior Analyst

Accenture; Philippines; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Accenture is seeking a Capital Markets Ops Sr Analyst to join the Wealth Digital Omni team in Manila. This on-site role focuses on delivering reliable application support for Wealth Advisors and clients, maintaining service continuity, and coordinating with global teams.

You will monitor incidents, guide teammates, and communicate with stakeholders on production issues, trends, and resolutions, while collaborating with business, operations, technology, and vendors to improve service delivery.

Qualifications

• 3–5 years of wealth management or financial digital banking support experience.
• Experience supporting Wealth Advisors and high-net-worth clients.
• Able to work across digital wealth applications and platforms.

Responsibilities

• Perform and lead day-to-day support for Wealth Digital Omni team.
• Serve as SME for wealth applications and support processes.
• Provide guidance to team, prioritize work, resolve issues.
• Support incident resolution and service recovery for app issues.
• Deliver proactive, clear stakeholder communications on issues.
• Collaborate with business, operations, tech and vendors to improve service.

Skills

Wealth management

Application support

Stakeholder communication

Mentoring teammates

Education

Bachelor's degree in finance or equivalent

Job description

POSITION TITLE: Capital Markets Ops Sr Analyst

WORK SETUP: Return to Office

OVERALL PURPOSE:

Responsible for performing work for the Wealth Digital Omni team that provides application support for Wealth Advisors and clients. Owns the teammate and client support experience across core wealth digital platforms, ensuring timely issue resolution, service continuity, strong stakeholder communication, and process improvement. Provides oversight, guidance, and coordination for daily support activities, while partnering with internal and external teams to enhance service delivery, drive engagement, and support business priorities.

RESPONSIBILITIES:

• Perform and lead day-to-day support activities for the Wealth Digital Omni team supporting Wealth Advisors and clients.
• Serve as a subject matter resource for digital wealth applications and related support processes.
• Provide guidance and direction to team members, helping prioritize work, resolve issues, and maintain high service levels.
• Support incident resolution, escalation management, and service recovery for application-related issues impacting advisors and clients.
• Deliver proactive and responsive communication to stakeholders regarding production issues, trends, resolutions, and service impacts.
• Partner with business, operations, technology, vendors, and support teams to resolve complex issues and improve the client and advisor experience.
• Support and continuously improve team procedures, knowledge articles, workflows, and service models for wealth application support.
• Identify recurring issues, process gaps, and service risks, and recommend solutions to improve efficiency, stability, and user experience.
• Monitor support trends, service metrics, and feedback to help drive continuous improvement and operational excellence.
• Participate in cross-functional initiatives, testing, releases, and change management activities affecting supported applications.
• Maintain current knowledge of banking, wealth, digital servicing, and application changes to effectively support advisors and clients.
• Provide support for the following applications and platforms:

Applications and Platforms

• Truist Digital
• Wealthscape
• Portfolio View
• MoneyGuidePro
• Truist Digital Admin Hub

Other Third-Party Wealth and Digital Support Applications

• Partner Care
• Fiserv
• Yodlee
• Akamai

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

SKILL AND QUALIFICATIONS:

• 3 to 5 years of experience in wealth management, wealth service, or financial digital banking support
• Has directly provided application support to Wealth Advisors and high-net-worth clients
• Open to candidates with experience in any digital financial platform or application

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