Wealth & Banking Service Specialist
Accenture
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OVERALL PURPOSE:
This is not a typical service role. As a Wealth Solutions Center Service Specialist, you will be on the front line of Accenture's financial services delivery — supporting high-net-worth clients and their Wealth Advisors with precision, empathy, and expert knowledge. You'll work inside a tech-enabled, AI-augmented service model where your instincts and relationships drive outcomes, and where the work you do every day directly shapes the client experience.
You will grow here. This is a launchpad — into wealth operations, advisory support, and client experience leadership — with the backing of one of the world's most respected professional services firms.
RESPONSIBILITIES:
WHAT YOU'LL DO
1. 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.
2. Become the expert. Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.
3. Solve for complexity. Deliver tailored solutions for high-net-worth clients with multifaceted financial needs — working within compliance and regulatory frameworks with confidence.
4. Strengthen advisor partnerships. Build trusted, professional relationships with Wealth Advisors and internal teams so that every client gets integrated, seamless support.
5. Execute with precision. Handle transfers, overdrafts, and day-to-day transactional needs accurately, efficiently, and within SLA commitments.
6. Process wire requests flawlessly. Facilitate wire agreements and time-sensitive wire transactions with zero room for error.
7. Keep the record straight. Document every client interaction and resolution accurately in CRM and Salesforce.
8. Hit your numbers. Meet and exceed quality, productivity, and behavioral performance targets consistently.
9. Move the CSM needle. Every interaction is an opportunity to strengthen Client Service Measurement scores — and you'll take that seriously.
10. Show up flexibly. Work assigned shifts (Mon–Fri 8 AM–8 PM; Sat 8 AM–5 PM, with a weekday off in exchange) and bring your best every time.
Job Qualifications
WORK SETUP: Return to Office
Associate's degree or higher in Business, Finance, Accounting, Banking, or equivalent — your education is your foundation, not your ceiling.
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.
A self-starter who learns fast, retains well, and thrives in a changing environment.
A genuine team player — you collaborate, contribute, and know when to ask for help.
Comfortable with Microsoft Office and eager to pick up new technology quickly.
About Accenture
Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.Visit us at www.accenture.com
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
Summary
Support high-net-worth clients and advisors with banking and wealth services
Job title
Wealth & Banking Service Specialist
Experience level
1+ years
Minimum experience
1+ years exp
Industry
financial services
Location requirements
Taguig, return to office, no remote work allowed
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Taguig, Metro Manila, Philippines