Wealth & Banking Service Specialist

Accenture Inc.; Metro Manila; On-site; PHP 420,000 - 620,000; Full time

Job summary

Accenture Inc. seeks a Wealth Solutions Center Service Specialist to support high-net-worth clients and Wealth Advisors in a tech-enabled, AI-augmented service model. You will resolve requests across phone, email, and digital channels with precision, empathy, and professional communication.

Grow into advisory support, client experience leadership, and cross-team collaboration while handling transfers, wire requests, and routine transactions within SLA commitments.

Qualifications

• Associate's degree or higher in Business, Finance, Accounting, Banking.
• At least one year in client service in banking, financial services, or wealth management.
• Exposure to retail banking or wealth platforms like Client Central or Salesforce is an advantage.
• Strong written and verbal communication skills.
• Highly organized with the ability to juggle multiple priorities.
• Self-starter who learns quickly and adapts to change.
• A collaborative team player who can seek help when needed.
• Comfortable with Microsoft Office and quickly learning new tech.

Responsibilities

• Own the client experience as the primary contact for Wealth clients and Advisors.
• 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 transactional requests.
• Process wire requests accurately and on time.
• Document every interaction and resolution in CRM and Salesforce.
• Meet and aim to exceed quality, productivity, and behavioral targets.
• Contribute to Client Service Measurement scores through proactive service.
• Work on-site in accordance with the Return to Office setup.

Skills

Wealth Management

Communication

Organization

Self-motivated

Team player

Education

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

Tools

Microsoft Office

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 — 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. Become the expert. Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.

• 3. Solve for complexity. 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 — and you'll take 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.

Priority Skill

Wealth Management

Job Qualifications

WORK SETUP: Return to Office

• 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, 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.

NOTE: Open demands are subject to change.