Wealth Client Services Ops Analyst — Flexible Schedule

Accenture in the Philippines; Philippines; On-site; PHP 480,000 - 620,000; Full time

Job summary

Accenture in the Philippines is seeking a Capital Markets Ops Analyst to support Wealth clients via phone, email, and chat, ensuring high service standard and accurate issue resolution. You will work with Wealth advisors and internal partners, documenting interactions in CRM, and handling wire requests.

The role requires 2–3 years in client service within Wealth Management or Banking, English voice at B2 level, and readiness to work in a Return to Office environment in Taguig Uptown Bonifacio.

Qualifications

• 2 to 3 years of relevant experience.
• Client service experience in Wealth Management, Banking or Investment.
• Voice proficiency at least B2.

Responsibilities

• Serve as the primary point of contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests.
• Develop a thorough understanding of all banking products, processes, and programs, staying updated on any changes.
• Provide tailored solutions for clients with complex financial needs while adhering to branch operations manuals, audit requirements, and regulatory frameworks.
• Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to address client needs effectively.
• Handle day-to-day transactional needs for assigned Wealth clients with a focus on efficiency and accuracy, ensuring service level agreements are met (e.g., transfers, overdrafts).
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy in execution.
• Accurately document client interactions and resolutions in CRM/Salesforce.com.
• Consistently meet required performance standards, including quality, productivity, and behavioral expectations.
• Support the Wealth division in achieving target Client Service Measurement (CSM) scores.
• Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM), with a day off during the week when working a Saturday shift.
• Perform other duties as assigned.

Skills

2-3 years experience

Wealth Management client service

Voice proficiency B2

Job description

Accenture in the Philippines is seeking a Capital Markets Ops Analyst to support Wealth clients via phone, email, and chat, ensuring high service standard and accurate issue resolution. You will work with Wealth advisors and internal partners, documenting interactions in CRM, and handling wire requests.

The role requires 2–3 years in client service within Wealth Management or Banking, English voice at B2 level, and readiness to work in a Return to Office environment in Taguig Uptown Bonifacio.