DE033560-Wealth & Banking Service Associate

Accenture in the Philippines; Philippines; On-site; PHP 300,000 - 450,000; Full time

Job summary

Accenture in the Philippines is hiring a Capital Markets Ops Associate to join the Wealth Solutions Center. The role focuses on delivering superior service and problem-resolution to assigned bank clients using phone, email, and chat.

You will handle transactional needs, wire requests, and maintain accurate CRM records while collaborating with Wealth advisors and internal partners. The position requires 1–2 years of relevant experience and voice proficiency at B2+; work is return-to-office with

Qualifications

• 1-2 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 Wealth clients via phone and electronic service requests.
• Develop a thorough understanding of all banking products, processes, and programs.
• Provide tailored solutions for clients with complex financial needs while adhering to policies and regulatory frameworks.
• Build and maintain professional relationships with Wealth advisors and internal partners.
• Handle day-to-day transactional needs for assigned Wealth clients with accuracy and SLA adherence.
• Facilitate wire agreements and process time-sensitive wire requests.
• Document client interactions and resolutions in CRM/Salesforce.com.
• Meet performance standards for quality, productivity, and behavior.
• Support the Wealth division in achieving target CS M scores.
• Work a flexible schedule including weekends, with a day off on the following weekday when a Saturday shift is worked.
• Perform other duties as assigned.

Skills

1-2 years experience

Wealth client service

Voice communication (B2+)

Banking/Investment knowledge

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 Associate WORK SETUP: Return to Office

OVERALL PURPOSE: As an integral part of the Wealth Advisor's 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:

• Serve as the primary point of contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests.
• Develop a thorough understanding of all banking products, processes, and programs, staying updated on any changes.
• Provide tailored solutions for clients with complex financial needs while adhering to branch operations manuals, audit requirements, and regulatory frameworks.
• Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to address client needs effectively.
• 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).
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy in execution.
• Accurately document client interactions and resolutions in CRM/Salesforce.com.
• Consistently meet required performance standards, including quality, productivity, and behavioral expectations.
• Support the Wealth division in achieving target Client Service Measurement (CSM) scores.
• 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.
• 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

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