Wealth & Banking Service Specialist

Gratitude Philippines; Manila; On-site; PHP 558,000 - 893,000; Full time

Job summary

Gratitude Philippines is seeking a Wealth & Banking Service Helpdesk Analyst to support high-net-worth clients and Wealth Advisors with precision and empathy. The role involves owning the client experience, becoming an expert in wealth products, and delivering tailored solutions within regulatory frameworks.

The position requires at least one year in client service in financial services, strong communication, and a proactive, team-oriented mindset.

Qualifications

• Associate's degree or higher in Business, Finance, Accounting, Banking or equivalent.
• At least one year of client service experience in banking or wealth management.
• Experience with Salesforce or wealth platforms is a plus.
• Strong written and verbal communication skills for clear client interactions.
• Highly organized; able to juggle multiple priorities in a dynamic environment.
• Self-starter who learns quickly and thrives in change.
• Team player who collaborates with internal teams to deliver seamless support.
• Proficient with Microsoft Office and willing to learn new technologies.

Responsibilities

• Own the client experience across phone, email, and digital channels.
• Build deep knowledge of wealth and banking products and regulatory changes.
• Deliver tailored solutions for high-net-worth clients within compliance.
• Strengthen partnerships with Wealth Advisors and internal teams.
• Handle transfers, overdrafts, and day-to-day transactions accurately within SLA.
• Process wire requests and ensure timely, error-free execution.
• Document all client interactions in CRM and Salesforce.
• Meet and exceed quality, productivity, and behavioral targets.
• Contribute to improving client service measurement scores.

Skills

Clear communication

Organization

Fast learner

Team player

Education

Associate's degree or higher in Business/Finance/Accounting/Banking

Tools

Salesforce

Microsoft Office

Job description

JOB TITLE: Wealth & Banking Service Helpdesk Analyst

OVERALL PURPOSE: This is not a typical service role. As a Wealth Solutions Center Service Specialist, you will be on the front line of the company's financial services delivery — supporting high-net-worth clients and their Wealth Advisors with precision, empathy, and expert knowledge.You'llwork 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 — intowealthoperations, 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:

1. 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.

2. Becometheexpert. Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.

3. Solve forcomplexity. Deliver tailored solutions for high-net-worth clients with multifaceted financial needs — working within compliance and regulatory frameworks with confidence.

4. Strengthen advisor partnerships. Build trusted, professional relationships with Wealth Advisors and internal teams so that every client gets integrated, seamless support.

5. Execute with precision. Handle transfers, overdrafts, and day-to-day transactional needs accurately, efficiently, and within SLA commitments.

6. Process wire requests flawlessly. Facilitate wire agreements and time-sensitive wire transactions with zero room for error.

7. Keep the record straight. Document every client interaction and resolution accurately in CRM and Salesforce.

8. Hit your numbers. Meet and exceed quality, productivity, and behavioral performance targets consistently.

9. Move the CSM needle. Every interaction is an opportunity to strengthen Client Service Measurement scores — andyou'lltake that seriously.

10. Show up flexibly. Work assigned shifts (Mon–Fri 8 AM–8 PM; Sat 8 AM–5 PM, with a weekday off in exchange) and bring your best every time.

Job Qualifications

• Associate'sdegree 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.
• 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,retainswell, 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 upnew technologyquickly.

Additional Information:

• Open to applicants who are currently in the Philippines and already have the right to live and work in this country are eligible for this role