Financial Services Team Lead

Accenture; Taguig; On-site; PHP 446,000 - 725,000; Full time

Job summary

Accenture is seeking a people-focused leader to guide a team delivering support to wealth and banking clients. You will supervise, coach, and mentor staff while ensuring service excellence and strong client relationships.

You will collaborate with wealth advisors, monitor satisfaction, and drive improvements. This onsite role includes night shifts and joining bonus opportunities for qualified candidates.

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Banking, or related field.
• 1+ year of supervisory or leadership experience.
• 3+ years of customer service experience in Financial Services, Banking, Wealth Management, or Investments.
• Exposure to Salesforce, CRM solutions, or wealth management systems is advantageous.
• Excellent communication, organization, and leadership abilities.
• Open to onsite work and night shift operations.

Responsibilities

• Supervise a team supporting clients across multiple service channels.
• Provide coaching, mentoring, and performance feedback to team members.
• Ensure the successful resolution of client inquiries and service requests.
• Collaborate with wealth advisors and business partners to support client needs.
• Drive compliance with financial services processes and procedures.
• Monitor operational performance and customer satisfaction results.
• Champion continuous improvement initiatives and best practices.
• Support escalated client concerns and complex service situations.

Skills

Team leadership

Coaching & mentoring

Customer service

Communication

Problem solving

Education

Bachelor's degree in finance/business

Tools

Salesforce

CRM systems

Wealth management platforms

Job description

We're looking for a people-focused leader to guide a team delivering support to wealth and banking clients. You'll play an important role in ensuring service excellence while developing employees and strengthening client relationships.

What You'll Do

• Supervise a team supporting clients across multiple service channels.

• Provide coaching, mentoring, and performance feedback to team members.

• Ensure the successful resolution of client inquiries and service requests.

• Collaborate with wealth advisors and business partners to support client needs.

• Drive compliance with financial services processes and procedures.

• Monitor operational performance and customer satisfaction results.

• Champion continuous improvement initiatives and best practices.

• Support escalated client concerns and complex service situations.

Qualifications

• Bachelor's Degree in Finance, Business, Accounting, Banking, or a related field.

• At least 1 year of supervisory or leadership experience.

• 3+ years of customer service experience in Financial Services, Banking, Wealth Management, or Investments.

• Exposure to Salesforce, CRM solutions, or wealth management systems is advantageous.

• Excellent communication, organization, and leadership abilities.

• Ability to work in a dynamic and evolving environment.

• Open to onsite work and night shift operations.

Joining Bonus opportunities for qualified candidates.