Wealth & Banking Service Specialist [HYBRID IN MANILA]

Gratitude Philippines; Manila; Hybrid; PHP 391,000 - 614,000; Full time

Job summary

Gratitude Philippines is seeking a Wealth Solutions Center Service Specialist to join our front-line team serving high-net-worth clients and Wealth Advisors. You will resolve inquiries across phone, email, and digital channels in a tech-enabled, AI-augmented environment with precision and empathy.

This role offers a launchpad into wealth operations, advisory support, and client experience leadership, backed by one of the world’s most respected professional services firms.

Qualifications

• Experience in banking, financial services, or wealth management preferred.
• Strong written and verbal communication.
• Ability to manage multiple inquiries with accuracy.

Responsibilities

• Own the client experience across channels with speed and care.
• Build deep knowledge of wealth and banking products.
• Deliver tailored solutions for high-net-worth clients within regulatory frameworks.
• Strengthen partnerships with Wealth Advisors and internal teams.
• Handle transfers and day-to-day transactional needs within SLA.

Skills

Client service awareness

Wealth product knowledge

Regulatory awareness

Communication skills

Organizational skills

Team player

Tech-savvy

Education

Associate's degree or higher

Tools

Salesforce

CRM systems

Job description

Wealth & Banking Service Specialist

Work Setup
Work Shift
Salary Budget
Onsite/Hybrid in Taguig or Cubao, Quezon City
Shifting
Confidential (will be discussed during the job offer)

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'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

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.

Job Qualifications

• Associate'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.
• 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.

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.

Additional Selling Points for Wealth and Banking Demands

• Work with a high-profile U.S. wealth management bank serving high-net-worth clients, providing exposure to a premium customer segment.
• Develop specialized wealth management expertise, building highly marketable and niche financial services skills.
• Pioneering and scalable account, offering opportunities to grow alongside the program as it expands.
• Exposure to increasingly complex wealth management processes, helping establish strong subject matter expertise.
• Career stability and long-term growth, given the strategic nature of the account.
• Future mobility opportunities as the company expands its Financial Services portfolio and seeds experienced talent into new accounts.
• Access to AI and emerging technologies, including exposure to AI and Agentic AI initiatives.
• Global collaboration and learning opportunities through interaction with the company's broader Financial Services capability teams.
• Potential external certifications as the program m a t ur e s, enhancing professional credentials and career progression.