DE033557-Capital Markets Ops Analyst

Accenture; Taguig; On-site; PHP 520,000 - 660,000; Full time

Job summary

Accenture in Taguig is seeking a Capital Markets Ops Analyst to deliver high-quality support to Wealth clients and advisors by phone and digital channels. You will maintain broad product knowledge and ensure accurate, compliant resolutions while managing complex inquiries.

You will document interactions in CRM/Salesforce and contribute to process improvements, with a flexible schedule including 8 AM–8 PM shifts and occasional Saturdays.

Qualifications

• 2 to 3 years of relevant experience.
• Client service experience in Wealth Management, Banking or Investment.
• Voice proficiency at least B2.

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic requests.
• Maintain a proficient understanding of all banking products, processes, and programs and stay updated on changes.
• Identify specialized solutions and address issues for clients with complex financial needs, ensuring compliance with policies and audits.

Skills

Client service experience

Voice proficiency

Wealth management knowledge

Job description

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 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. 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).

OTHERS

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

SKILL AND QUALIFICATIONS

• 2 to 3 years of relevant experience
• Client service experience in Wealth Management, Banking or Investment
• Voice proficiency at least B2

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.