Wealth Client Solutions Analyst

Accenture in the Philippines; Philippines; On-site; PHP 420,000 - 780,000; Full time

Job summary

Accenture in the Philippines is seeking a Capital Markets Ops Analyst to support wealth clients and advisors via phone and electronic requests. The role emphasizes regulatory compliance, detailed documentation in CRM, and collaboration with in-market wealth teams.

Candidates should have 2–3 years of wealth management or banking client service experience and be fluent at B2 level. It is a return-to-office position with a schedule including weekends when required.

Qualifications

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

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests.
• Maintain a proficient understanding of all banking products, processes, and programs, staying informed of any updates or changes.
• Identify specialized solutions and proactively address potential issues for clients with complex financial needs, ensuring compliance with branch operations manuals, audit requirements, and regulatory frameworks.
• Build and sustain professional, ongoing relationships with Wealth advisors and internal partners to effectively meet client needs.
• Manage complex service issues and handle day-to-day transactional needs for assigned Wealth clients, ensuring efficiency and accuracy while meeting service level agreements.
• Contribute to the ongoing improvement and refinement of the Wealth brand, processes, products, services, and operating policies and procedures.
• Support Wealth Solutions Center enhancement projects, including training, reporting, innovation, execution, and resource management.
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy.
• Accurately document client interactions and resolutions in CRM/Salesforce.com.
• Consistently meet and exceed required performance standards, including quality, productivity, and behavioral expectations.
• Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM).

Skills

2-3 yrs exp

Wealth management exposure

Voice proficiency

Job description

Accenture in the Philippines is seeking a Capital Markets Ops Analyst to support wealth clients and advisors via phone and electronic requests. The role emphasizes regulatory compliance, detailed documentation in CRM, and collaboration with in-market wealth teams.

Candidates should have 2–3 years of wealth management or banking client service experience and be fluent at B2 level. It is a return-to-office position with a schedule including weekends when required.