Wealth Solutions Ops Lead — Client Service

Accenture; Philippines; On-site; PHP 480,000 - 700,000; Full time

Job summary

Accenture is seeking a Capital Markets Ops Specialist to join the Wealth Solutions Center in Taguig, Philippines. This Return to Office role provides primary service and problem resolution support for Wealth clients and advisors, navigating complex inquiries with accuracy and professionalism.

You will maintain knowledge of banking products and procedures, document interactions in CRM, and contribute to process improvements while ensuring compliance with audit and regulatory standards and meeting

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 applications (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, 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

Client service

Salesforce

Bilingual

Education

Bachelor's degree in business/finance/banking

Tools

Salesforce

Client Central

Job description

Accenture is seeking a Capital Markets Ops Specialist to join the Wealth Solutions Center in Taguig, Philippines. This Return to Office role provides primary service and problem resolution support for Wealth clients and advisors, navigating complex inquiries with accuracy and professionalism.

You will maintain knowledge of banking products and procedures, document interactions in CRM, and contribute to process improvements while ensuring compliance with audit and regulatory standards and meeting