DE033605-Capital Markets Ops Manager

Accenture in the Philippines; Taguig; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

Accenture in the Philippines is seeking a Capital Markets Ops Manager within the Wealth Solutions Center to deliver superior service and resolve client issues via phone, email and chat, while adhering to regulatory and audit standards.

You will handle Wealth client transactions, support Wealth advisors, and document interactions in CRM. The project shift is night, in Taguig Uptown Bonifacio Tower 3, with weekends off and a Saturday shift pattern.

Qualifications

• 8 years of experience in Wealth management (Relationship Managers in Bank, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant)
• 5 years of Supervisory Role

Responsibilities

• Serve as primary contact 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 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.

Skills

Wealth management

Relationship mgmt

Private banking

Investment

Financial planning

Financial analysis

Portfolio management

Investment consulting

Supervisory

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 Manager

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.

• 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.

PROJECT SHIFT SCHEDULE: Night Shift

PROJECT REST DAY: Weekends Off

PROJECT/TEAM LOCATION: Taguig Uptown Bonifacio Tower 3

SKILL AND QUALIFICATIONS:

• 8 years of experience in Wealth management (Relationship Managers in Bank, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant)
• 5 years of Supervisory Role