Wealth & Banking Support Specialist - Onsite

Gratitude Philippines; Manila; On-site; PHP 335,000 - 614,000; Full time

Job summary

Gratitude Philippines is seeking a Wealth & Banking Service Helpdesk Analyst to support high-net-worth clients and Wealth Advisors across banking and financial services. The role involves handling service requests through phone, email, and digital channels, resolving queries, and ensuring compliant service delivery.

The ideal candidate has experience in banking, financial services, wealth management, or client service, with strong communication, problem-solving, and relationship-management

Qualifications

• Associate degree or higher in Business, Finance, Accounting, Banking or related field.
• Minimum 1 year of relevant client service experience in banking, financial services, or wealth management.
• Comfortable working with Microsoft Office and technology-enabled service platforms.
• Ability to learn new banking systems, processes, and regulatory requirements quickly.

Responsibilities

• Handle client and Wealth Advisor service requests via phone, email, and digital channels, ensuring timely resolution.
• Support banking and wealth management transactions, including transfers, overdrafts, wire requests.
• Maintain accurate documentation of client interactions using CRM and Salesforce.
• Ensure compliance with banking regulations while meeting SLA and service targets.

Skills

Client service

CRM platforms

Communication

Problem solving

Multitasking

Attention to detail

Organizational skills

Education

Business/Finance/Accounting/Banking degree

Tools

Salesforce

CRM platforms

Job description

Gratitude Philippines is seeking a Wealth & Banking Service Helpdesk Analyst to support high-net-worth clients and Wealth Advisors across banking and financial services. The role involves handling service requests through phone, email, and digital channels, resolving queries, and ensuring compliant service delivery.

The ideal candidate has experience in banking, financial services, wealth management, or client service, with strong communication, problem-solving, and relationship-management