Fraud Investigation Lead (Wealth Management)

8003 Accenture Inc Company; Taguig; On-site; PHP 446,000 - 781,000; Full time

Benefits offered by this job

Joining Bonus possibilities

Job summary

Accenture is seeking a Wealth Solutions Center Service Specialist in Metro Manila to join a tech-enabled, AI-augmented service model. You will guide high-net-worth clients and Wealth Advisors, handling requests via phone, email, and digital channels with accuracy and empathy.

You will build expertise in wealth products, stay current with regulatory updates, and deliver tailored solutions within compliance. The role emphasizes precision, teamwork, and flexible night shifts in a dynamic banking

Qualifications

• Bachelor's degree or higher in Business, Finance, Accounting, Banking, or equivalent.
• At least one year of client service experience in banking, financial services, or wealth management.
• Exposure to retail banking or wealth platforms like Client Central or Salesforce is a strong advantage.
• A communicator who makes complexity feel simple — in writing, on the phone, and face to face.
• Highly organized, with the ability to juggle multiple priorities without dropping the ball.

Responsibilities

• Own the client experience. Be the go-to contact for Wealth clients and advisors — resolving service requests across phone, email, and digital channels with speed and care.
• Become the expert. Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.
• Solve for complexity. Deliver tailored solutions for high-net-worth clients with multifaceted financial needs — working within compliance and regulatory frameworks with confidence.
• Strengthen advisor partnerships. Build trusted, professional relationships with Wealth Advisors and internal teams so that every client gets integrated, seamless support.
• Execute with precision. Handle transfers, overdrafts, and day-to-day transactional needs accurately, efficiently, and within SLA commitments.
• Process wire requests flawlessly. Facilitate wire agreements and time-sensitive wire transactions with zero room for error.

Skills

Client service

Banking knowledge

CRM/Salesforce

MS Office

Communication

Team player

Education

Bachelor's degree in Business, Finance, Accounting, Banking, or equivalent

Tools

Salesforce

Client Central

Job description

OVERALL PURPOSE

This is not a typical service role. As a Wealth Solutions Center Service Specialist, you will be on the front line of Accenture's financial services delivery — supporting high-net-worth clients and their Wealth Advisors with precision, empathy, and expert knowledge. You'll work inside a tech-enabled, AI-augmented service model where your instincts and relationships drive outcomes, and where the work you do every day directly shapes the client experience. You will grow here. This is a launchpad — into wealth operations, advisory support, and client experience leadership — with the backing of one of the world's most respected professional services firms.

RESPONSIBILITIES: WHAT YOU'LL DO

• Own the client experience. Be the go-to contact for Wealth clients and advisors — resolving service requests across phone, email, and digital channels with speed and care.
• Become the expert. Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.
• Solve for complexity. Deliver tailored solutions for high-net-worth clients with multifaceted financial needs — working within compliance and regulatory frameworks with confidence.
• Strengthen advisor partnerships. Build trusted, professional relationships with Wealth Advisors and internal teams so that every client gets integrated, seamless support.
• Execute with precision. Handle transfers, overdrafts, and day-to-day transactional needs accurately, efficiently, and within SLA commitments.
• Process wire requests flawlessly. Facilitate wire agreements and time-sensitive wire transactions with zero room for error.
• Keep the record straight. Document every client interaction and resolution accurately in CRM and Salesforce.
• Hit your numbers. Meet and exceed quality, productivity, and behavioral performance targets consistently.
• Move the CSM needle. Every interaction is an opportunity to strengthen Client Service Measurement scores — and you'll take that seriously.
• Show up flexibly. Work assigned shifts (Night Shift) and bring your best every time.

Job Qualifications

WORK SETUP:

Return to Office

Bachelor's degree or higher in Business, Finance, Accounting, Banking, or equivalent — your education is your foundation, not your ceiling.

At least one year of client service experience in banking, financial services, or wealth management.

People management experience is a plus.

Exposure to retail banking or wealth platforms like Client Central or Salesforce is a strong advantage.

A communicator who makes complexity feel simple — in writing, on the phone, and face to face.

Highly organized, with the ability to juggle multiple priorities without dropping the ball.

A self-starter who learns fast, retains well, and thrives in a changing environment.

A genuine team player — you collaborate, contribute, and know when to ask for help.

Comfortable with Microsoft Office and eager to pick up new technology quickly.

Joining Bonus possibilities for successful applicants.

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 Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. Bring your incredible skills and join our global team of innovators. We come together from different backgrounds across the world and work with the latest technologies to create value and growth for our clients. With us, you’ll continue to learn and grow so you can advance in your career. Your personal dreams and ambitions are just as important to us; that’s why we offer support any way we can—when you thrive, we all thrive. Explore your next step at Accenture Belong. Grow. Thrive. Join a great place to work for reinventors who drive meaningful change for our clients, communities, and the world. Wo rld. Explore your next step at Accenture