Wealth Solutions Center: Client Experience Specialist

Accenture Inc.; Metro Manila; On-site; PHP 420,000 - 620,000; Full time

Job summary

Accenture Inc. seeks a Wealth Solutions Center Service Specialist to support high-net-worth clients and Wealth Advisors in a tech-enabled, AI-augmented service model. You will resolve requests across phone, email, and digital channels with precision, empathy, and professional communication.

Grow into advisory support, client experience leadership, and cross-team collaboration while handling transfers, wire requests, and routine transactions within SLA commitments.

Qualifications

• Associate's degree or higher in Business, Finance, Accounting, Banking.
• At least one year in client service in banking, financial services, or wealth management.
• Exposure to retail banking or wealth platforms like Client Central or Salesforce is an advantage.
• Strong written and verbal communication skills.
• Highly organized with the ability to juggle multiple priorities.
• Self-starter who learns quickly and adapts to change.
• A collaborative team player who can seek help when needed.
• Comfortable with Microsoft Office and quickly learning new tech.

Responsibilities

• Own the client experience as the primary contact for Wealth clients and Advisors.
• Build deep knowledge of wealth and banking products and regulatory changes.
• Deliver tailored solutions for high-net-worth clients within compliance.
• Strengthen partnerships with Wealth Advisors and internal teams.
• Handle transfers, overdrafts, and day-to-day transactional requests.
• Process wire requests accurately and on time.
• Document every interaction and resolution in CRM and Salesforce.
• Meet and aim to exceed quality, productivity, and behavioral targets.
• Contribute to Client Service Measurement scores through proactive service.
• Work on-site in accordance with the Return to Office setup.

Skills

Wealth Management

Communication

Organization

Self-motivated

Team player

Education

Associate's degree or higher in Business/Finance/Accounting/Banking

Tools

Microsoft Office

Salesforce

Client Central

Job description

Accenture Inc. seeks a Wealth Solutions Center Service Specialist to support high-net-worth clients and Wealth Advisors in a tech-enabled, AI-augmented service model. You will resolve requests across phone, email, and digital channels with precision, empathy, and professional communication.

Grow into advisory support, client experience leadership, and cross-team collaboration while handling transfers, wire requests, and routine transactions within SLA commitments.