Wealth Solutions Client Experience Lead

8003 Accenture Inc Company; Taguig; On-site; PHP 446,000 - 781,000; Full time

Benefits offered by this job

Joining Bonus possibilities

Job summary

Accenture is seeking a Wealth Solutions Center Service Specialist in Metro Manila to join a tech-enabled, AI-augmented service model. You will guide high-net-worth clients and Wealth Advisors, handling requests via phone, email, and digital channels with accuracy and empathy.

You will build expertise in wealth products, stay current with regulatory updates, and deliver tailored solutions within compliance. The role emphasizes precision, teamwork, and flexible night shifts in a dynamic banking

Qualifications

• Bachelor's degree or higher in Business, Finance, Accounting, Banking, or equivalent.
• At least one year of client service experience in banking, financial services, or wealth management.
• Exposure to retail banking or wealth platforms like Client Central or Salesforce is a strong advantage.
• A communicator who makes complexity feel simple — in writing, on the phone, and face to face.
• Highly organized, with the ability to juggle multiple priorities without dropping the ball.

Responsibilities

• Own the client experience. Be the go-to contact for Wealth clients and advisors — resolving service requests across phone, email, and digital channels with speed and care.
• Become the expert. Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.
• Solve for complexity. Deliver tailored solutions for high-net-worth clients with multifaceted financial needs — working within compliance and regulatory frameworks with confidence.
• Strengthen advisor partnerships. Build trusted, professional relationships with Wealth Advisors and internal teams so that every client gets integrated, seamless support.
• Execute with precision. Handle transfers, overdrafts, and day-to-day transactional needs accurately, efficiently, and within SLA commitments.
• Process wire requests flawlessly. Facilitate wire agreements and time-sensitive wire transactions with zero room for error.

Skills

Client service

Banking knowledge

CRM/Salesforce

MS Office

Communication

Team player

Education

Bachelor's degree in Business, Finance, Accounting, Banking, or equivalent

Tools

Salesforce

Client Central

Job description

Accenture is seeking a Wealth Solutions Center Service Specialist in Metro Manila to join a tech-enabled, AI-augmented service model. You will guide high-net-worth clients and Wealth Advisors, handling requests via phone, email, and digital channels with accuracy and empathy.

You will build expertise in wealth products, stay current with regulatory updates, and deliver tailored solutions within compliance. The role emphasizes precision, teamwork, and flexible night shifts in a dynamic banking