DE033560-Capital Markets Ops Analyst

Accenture; Philippines; On-site; PHP 450,000 - 750,000; Full time

Job summary

Accenture Philippines seeks a Capital Markets Ops Analyst to join the Wealth Solutions Center in Taguig. operating on a Return to Office model, this role focuses on delivering attentive service to Wealth clients via phone, email, and chat, with rigorous accuracy and regulatory compliance.

You will handle transactions, wire requests, and client inquiries, document interactions in Salesforce, and collaborate with Wealth advisors to meet CS M targets.

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

OVERALL PURPOSE:

As an integral part of the Wealth Advisors in-market team, the Wealth Solutions Center Service Specialist is dedicated to delivering superior service and problem-resolution experience to assigned bank clients. This role leverages virtual communication channels such as phone, email, and chat.

RESPONSIBILITIES:

• 1. Serve as the primary point of contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests.
• 2. Develop a thorough understanding of all banking products, processes, and programs, staying updated on any changes.
• 3. Provide tailored solutions for clients with complex financial needs while adhering to branch operations manuals, audit requirements, and regulatory frameworks.
• 4. Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to address client needs effectively.
• 5. Handle day-to-day transactional needs for assigned Wealth clients with a focus on efficiency and accuracy, ensuring service level agreements are met (e.g., transfers, overdrafts).
• 6. Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy in execution.
• 7. Accurately document client interactions and resolutions in CRM/Salesforce.com.
• 8. Consistently meet required performance standards, including quality, productivity, and behavioral expectations.
• 9. Support the Wealth division in achieving target Client Service Measurement (CSM) scores.
• 10. Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM), with a day off during the week when working a Saturday shift.
• 11. Perform other duties as assigned.

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

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.

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