(ACTIVE-URGENT) Wealth & Banking Service Quality Senior Analyst (CL10) | Onsite/Hybrid in Manila (CXO-133391-S78952)

Gratitude Inc

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(ACTIVE-URGENT) Wealth & Banking Service Quality Senior Analyst (CL10) | Onsite/Hybrid in Manila (CXO-133391-S78952)

3-5 Year(s)

Quezon Calabarzon

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Job Description

Key Skills

Wealth Management Supervisory Experience Quality auditing

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JOB TITLE: Wealth & Banking Service Quality Senior Analyst | Quality Auditing Sr Analyst

WORK SETUP: Onsite/Hybrid in Taguig or Cubao, Quezon City

WORK SHIFT: Night shift, weekends off

Salary budget: Confidential (Will be discussed during the job offer)

Headcount: 3

SKILLS AND QUALIFICATIONS:

• 3-5 years of experience in Wealth management (Relationship Managers in banks, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant)

• QC and supervisory experience is required

• Alternately, the candidate should possess SME knowledge.

The following experiences will be validated during Skills Interview:

• QC

• If had coached and helped someone improve their performance

• Good to have QA experience

RESPONSIBILITIES:

The following outlines the primary responsibilities of this role. Additional duties, both major and minor, may be assigned as business needs evolve.

• Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests.

• Serve as a subject matter expert on all banking products, processes, and programs, staying informed of updates and 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 maintain 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.

• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy.

• Identify trends through data collection, reporting, and client interactions to drive insights and improvements.

• Develop, lead, and execute innovative projects to enhance processes, products, services, operating policies, procedures, and the Wealth brand.

• Support the skill development of teammates by providing interactive training, access to resources, and floor support.

• Accurately document client interactions and resolutions in CRM/Salesforce.com.

• Consistently meet and exceed individual performance standards, including quality, productivity, and behavioral expectations, while contributing to daily center service level standards.

• Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM).

Additional Information:

• Open to applicants who are currently in the Philippines and already have the right to live and work in this country are eligible for this role

Role

Banking - Business

Timings

Flexible (Permanent)

Industry

BPO

Work Mode

Hybrid

Process

Voice

Functional Area

Banking / Financial Services

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Thales Awor

Recruiter - Gratitude Inc

NA, nigeria

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₱ 60.98 - ₱ 113K p.m

Quezon Calabarzon, Philippines

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