Wealth Services Supervisor: Client Ops & Advisory

Accenture in the Philippines; Philippines; On-site; PHP 480,000 - 720,000; Full time

Job summary

Accenture in the Philippines is seeking a Capital Markets Ops Specialist to join the Wealth Solutions Center. This role focuses on delivering exceptional service and resolving client queries for Wealth clients, operating in a fast-paced, team-driven environment.

The candidate will handle complex service issues, document interactions in CRM/Salesforce, and collaborate with Advisors and internal partners. On-site with a return-to-office setup, weekend rest days may apply; relevant banking

Qualifications

• Bachelor’s degree in business, accounting, finance, or banking.
• Three or more years of client service experience in banking, investment, or financial planning.
• Proficiency in retail banking apps (e.g., Client Central, Salesforce).
• Bilingual proficiency.

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.
• Identify specialized solutions and address issues for complex financial needs while ensuring compliance.

Skills

Client service

Bilingual proficiency

Education

Bachelor’s degree in business, accounting, finance, or banking

Tools

Salesforce

Client Central

Job description

Accenture in the Philippines is seeking a Capital Markets Ops Specialist to join the Wealth Solutions Center. This role focuses on delivering exceptional service and resolving client queries for Wealth clients, operating in a fast-paced, team-driven environment.

The candidate will handle complex service issues, document interactions in CRM/Salesforce, and collaborate with Advisors and internal partners. On-site with a return-to-office setup, weekend rest days may apply; relevant banking