DE033560-Client Service Analyst - Wealth Management

Accenture; Philippines; On-site; PHP 40,000 - 56,000; Full time

Job summary

Accenture is seeking a Capital Markets Ops Analyst to support Wealth clients and advisors through phone, email, and chat. The role emphasizes delivering high-quality service, problem resolution, and accurate CRM documentation in a dynamic, in-office setting in Taguig.

Ideal candidates have 2–3 years of Wealth Management or banking client service experience and solid voice communication skills at B2 level or higher.

Qualifications

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

Responsibilities

• Serve as the primary contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests.
• Develop understanding of banking products, processes, and programs and stay updated on changes.
• Provide tailored solutions for clients with complex financial needs while following manuals, audits and regulatory rules.
• Build and maintain professional relationships with Wealth advisors and internal partners.

Skills

Wealth client service

Voice communication

Banking/investment 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 AnalystWORK SETUP: Return to OfficeOVERALL 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.

Other

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

Skills and Qualifications

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

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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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