Hybrid Wealth Banking Advisor

Accenture; Charlotte (NC); On-site; USD 39,000 - 62,000; Full time

Job summary

Accenture seeks a Wealth Banking Advisor contractor in the Charlotte, NC market. The role delivers high-value support to Wealth clients via phone, email, and chat, ensuring accurate handling of transactions and timely problem resolution. Remote/home-office capability is required.

Starts 9/28/2026 for 12 months with potential extension. Engagement is through BCforward, with compliance to banking regulations and strong collaboration with Wealth teams and internal partners.

Qualifications

• Associate's degree or equivalent education
• Retail Mass Market banking experience
• Retail banking service experience
• Minimum of 2-4 years of related client service experience

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic service requests
• Gain proficient understanding of all banking products, processes, and programs
• Find specialized solutions for clients with more complex financial needs while staying compliant with policies
• Establish professional relationships with Wealth advisors and internal partners
• Execute day-to-day transactional needs of Wealth clients with focus on accuracy and SLAs

Education

Associate's degree in business, accounting, finance, banking, or equivalent education and related training

Bachelor's Degree in Business, Accounting, Finance or Banking

Tools

Microsoft Office

Salesforce

Job description

Contractor Opportunity: Wealth Banking Advisor

Location: Hybrid – Charlotte, NC

Engagement Type: Contractor via Third-Party Supplier

Contracting Entity: Accenture

Supplier of Record: BCforward

Start Date: 9/28/2026

Duration: 12 Months with potential for extension

About the Role

We are seeking qualified contractors to fulfill the role of a Wealth Banking Advisor in our market team.

This role is committed to providing differentiated service and problem resolution experience to assigned clients via virtual delivery, such as telephone, email, chat, etc.

The specialist will work in a complex, team-oriented, and fast-paced environment, acting as a liaison between clients, Wealth teams, and other internal partners to deliver a seamless and integrated servicing approach to high net-worth clients.

This opportunity is open to individuals located in Charlotte, NC and/or the surrounding areas.

Additionally, the role requires access to reliable internet and the ability to manage all responsibilities from a home office.

Contractors will be engaged and paid by a third-party payroll supplier, BCforward, which will serve as the employer of record for tax and compliance purposes.

Key Responsibilities

Core Duties

• Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic service requests
• Gain proficient understanding of all banking products, processes, and programs, staying well-informed of any changes
• Find specialized solutions for clients with more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework
• Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients
• Execute day-to-day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy, meeting specified service level agreements (e.g., transfers, overdrafts)
• Facilitate wire agreements and time-sensitive wire requests for Wealth clients, requiring the ability to execute a complex process with high attention to detail
• Enter and maintain accurate, detailed documentation for each client interaction, including final resolution within CRM/SalesForce.com
• Uphold required performance standards (e.g., quality, productivity, behaviors)
• Assist the Bank's Wealth division in reaching target Voice of Client (VOC) scores

Deliverables or Project Scope

• Efficient and accurate execution of transactional needs for Wealth clients
• Detailed and accurate documentation of client interactions and resolutions
• High-quality service and problem resolution support for Wealth clients and advisors
• Compliance with branch operations manual, audit, and regulatory framework

Collaboration Tools or Platforms

• Microsoft Office (Excel, Word, Outlook, Teams)
• CRM/SalesForce.com

Qualifications

• Associate's degree in business, accounting, finance, banking, or equivalent education and related training
• Retail Mass Market banking
• Retail banking service experience
• Minimum of 2 - 4 years of related client service experience (e.g., Retail Banking, Relationship Banking)

Preferred Qualifications

• Bachelor's Degree in Business, Accounting, Finance or Banking
• Two or more years of related client service experience (e.g. banking, investment, financial planning)
• Proficiency in Client retail banking applications (e.g. Client Central, Salesforce)

Additional Information / Requirements

• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
• Banking and customer service relationship banking experience is a must-have
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Hours of Operations

• Monday – Friday 8:00 AM – 8:00 PM ET
• Saturday – 9:00 AM – 5:00 PM ET (will work every six weeks)
• Must be able to work 2nd Shift – 11:00 AM – 8:00 PM ET (1 hour lunch break)

Hybrid Work Schedule

• In office during training ( ~ 90 Days)
• After Training Completion: 3 Days in Office / 2 Days Work from Home

Compliance Notes

This is a contractor role administered through a third-party payroll supplier. The supplier will determine compensation, benefits, and applicable employment policies. The contractor will not be eligible for employee benefits from Accenture.

The supplier will ensure compliance with applicable federal and state laws including ADA, FMLA, and local ordinances.

Contractors must have work authorization that does not now or in the future require sponsorship of a visa for work authorization in the United States.

Individuals currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

Contractor candidates will not be obligated to disclose sealed or expunged records of conviction or arrest. A criminal conviction history is not an absolute bar to engagement with Accenture.

Accenture will not discriminate against individuals because they have inquired about, discussed, or disclosed their own pay or the pay of another individual. Those with access to compensation information as a part of their job functions may not disclose such information unless the disclosure is:

• In response to a formal complaint or charge,
• In furtherance of an investigation, proceeding, hearing, or action, or
• Consistent with Accenture’s legal duty to furnish information

California residents or those planning to work from Los Angeles County should review additional notifications here.

Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the contractor engagement process.

Compensation Disclosure

Compensation for contractor roles supporting Accenture is determined by the contractor’s employer BCforward, and varies depending on factors such as location, role, skill set, and experience.

As required by law, below you’ll find the reasonable range of compensation BCforward expects to pay for this role as set forth below.

We anticipate this contractor role will be posted until 10/28/2026.

Salary by Location

• California: $35.00 to $45.00
• Colorado: $33.00 to $42.00
• Cleveland, OH: $29.00 to $36.00
• District of Columbia: $38.00 to $48.00
• Illinois: $34.00 to $43.00
• Maryland: $36.00 to $45.00
• Maine: $30.00 to $38.00
• Massachusetts: $37.00 to $47.00
• Minnesota: $33.00 to $41.00
• New Jersey: $36.00 to $46.00
• New York: $38.00 to $50.00
• Virginia: $35.00 to $44.00
• Washington: $37.00 to $48.00

BCforward Benefits

BCforward offers a market competitive suite of benefits including but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401K.

See more information on our benefits here: https://www.bcforward.com/bcforward-benefits/

Drug-Free Workspace

Accenture maintains a drug-free workplace. Engaging in illegal activities, including drug abuse, may result in termination or other appropriate action. The unlawful manufacture, sale, distribution, transfer, dispensation, possession, or use of controlled substances or marijuana in the workplace is strictly prohibited.

Equal Employment Opportunity Statement

Accenture believes that no one should be discriminated against because of their differences. All decisions regarding contractor engagement shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other basis protected by applicable law.

Accenture’s commitment to diversity and inclusion extends to all individuals performing services on its behalf, including those engaged through third-party suppliers. For details, view a copy of the Accenture Equal Opportunity Statement.

Accenture is an EEO and Affirmative Action supporter of Veterans and Individuals with Disabilities and is committed to providing veteran engagement opportunities.

Accenture is committed to fostering an inclusive environment and ensuring equal opportunity for individuals with disabilities or religious observances. If you are hired to perform services as a contractor for Accenture, you may request reasonable accommodations through the supplier, which will coordinate with Accenture as needed to support your ability to perform essential job functions.