Wealth Operations Analyst & SME Coach

Risewave Consulting Inc.; Taguig; Presencial; PHP 600 000 - 900 000; Tempo integral

Resumo da oferta

Risewave Consulting Inc. in Taguig City seeks a Wealth Management Operations Analyst to support wealth clients and advisors with accurate, timely service. The role emphasizes SME leadership, quality control, and coaching teammates to raise performance.

You will handle complex client inquiries, document interactions in CRM/Salesforce, and collaborate with internal partners to improve processes while ensuring compliance with policies and regulatory standards.

Qualificações

• 3–5 years of Wealth Management or related financial services experience.
• QC experience is required.
• Supervisory or coaching experience is required.
• Strong SME experience in banking products and processes.
• QA experience is highly preferred.
• Knowledge of banking regulations and wealth management products.

Responsabilidades

• Provide service and problem-resolution support to Wealth clients and advisors by phone and electronic service requests.
• Serve as SME on banking products, processes, and programs.
• Handle complex client concerns and ensure compliance with operational policies, audit requirements, and regulatory standards.
• Build and maintain strong professional relationships with Wealth advisors and internal business partners.
• Manage complex service issues and day-to-day transactional requirements with a high level of accuracy, efficiency, and attention to detail.
• Facilitate and process wire agreements and time-sensitive wire requests for Wealth clients.
• Collect and analyze data to identify trends, recurring issues, and opportunities for process improvement.
• Develop and support projects focused on improving processes, products, services, policies, procedures, and the overall Wealth client experience.
• Provide coaching, training, and floor support to teammates to help improve their knowledge, skills, and performance.
• Accurately document client interactions, transactions, and resolutions using CRM/Salesforce.com.
• Consistently meet quality, productivity, service-level, and behavioral performance standards.
• Work flexible schedules based on business requirements.

Conhecimentos

Communication skills

Analytical thinking

Problem solving

Organizational skills

Attention to detail

Ferramentas

Salesforce

Descrição da oferta de emprego

Risewave Consulting Inc. in Taguig City seeks a Wealth Management Operations Analyst to support wealth clients and advisors with accurate, timely service. The role emphasizes SME leadership, quality control, and coaching teammates to raise performance.

You will handle complex client inquiries, document interactions in CRM/Salesforce, and collaborate with internal partners to improve processes while ensuring compliance with policies and regulatory standards.