Wealth & Banking Service Specialist

Stafflink Express; Taguig; On-site; PHP 335,000 - 580,000; Full time

Job summary

Stafflink Express seeks a Wealth Solutions Center Service Specialist to support high-net-worth clients and Wealth Advisors with precision and empathy. You will work within a tech-enabled service model, handling inquiries across multiple channels and ensuring accurate, compliant solutions.

You will build expertise in wealth products, maintain regulatory awareness, and document every interaction in CRM and Salesforce.

Qualifications

• At least one year of client service experience in banking, financial services, or wealth management.
• Associate degree or higher in Business, Finance, Banking, or equivalent.
• Familiarity with Client Central or Salesforce.
• Strong written and verbal communication skills.
• Highly organized with ability to manage multiple priorities.
• Self-starter who thrives in a changing environment.
• Team player who collaborates and asks for help when needed.
• Proficient with Microsoft Office and quick to learn new technology.

Responsibilities

• Own the client experience by being the go-to contact for Wealth clients and advisors across phone, email, and digital channels.
• Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.
• Deliver tailored solutions for high-net-worth clients within compliance and regulatory frameworks.
• Build trusted relationships with Wealth Advisors and internal teams for integrated, seamless support.
• Handle transfers, overdrafts, and day-to-day transactional needs accurately and efficiently within SLA.
• Facilitate wire agreements and time-sensitive wire transactions with zero room for error.
• Document every client interaction and resolution in CRM and Salesforce.
• Meet and exceed quality, productivity, and behavioral performance targets.
• Strengthen Client Service Measurement scores through every interaction.
• Work assigned shifts Mon–Fri 8 AM–8 PM; Sat 8 AM–5 PM, with a weekday off in exchange.

Skills

Client service experience

Strong communication

Organizational skills

Self-starter

Team player

MS Office

Salesforce exposure

Work authorization

Education

Associate degree

Finance/Banking background

Tools

Client Central

Salesforce

MS Office

Job description

About the 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'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.

Key responsibilities

• Own the client experience by being the go-to contact for Wealth clients and advisors — resolving service requests across phone, email, and digital channels with speed and care
• Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts
• Deliver tailored solutions for high-net-worth clients with multifaceted financial needs — working within compliance and regulatory frameworks with confidence
• Build trusted, professional relationships with Wealth Advisors and internal teams so that every client gets integrated, seamless support
• Handle transfers, overdrafts, and day-to-day transactional needs accurately, efficiently, and within SLA commitments
• Facilitate wire agreements and time-sensitive wire transactions with zero room for error
• Document every client interaction and resolution accurately in CRM and Salesforce
• Meet and exceed quality, productivity, and behavioral performance targets consistently
• Strengthen Client Service Measurement scores through every interaction
• Work assigned shifts (Mon–Fri 8 AM–8 PM; Sat 8 AM–5 PM, with a weekday off in exchange)

About you

• Associate'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
• Strong 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
• Self-starter who learns fast, retains well, and thrives in a changing environment
• Team player who collaborates, contributes, and knows when to ask for help
• Comfortable with Microsoft Office and eager to pick up new technology quickly
• Currently in the Philippines with the right to live and work in this country

About us

Work with a high-profile U.S. wealth management bank serving high-net-worth clients, providing exposure to a premium customer segment. This is a pioneering and scalable account, offering opportunities to grow alongside the program as it expands. You will have access to AI and emerging technologies, including exposure to AI and Agentic AI initiatives, and global collaboration and learning opportunities through interaction with Accenture's broader Financial Services capability teams.