Wealth & Banking Service Quality Senior Analyst | Quality Auditing Sr Analyst

Gratitude Inc

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6 days ago

Wealth & Banking Service Quality Senior Analyst | Quality Auditing Sr Analyst

3-15 Year(s)

Manila

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Job Description

Key Skills

Quality Control Supervision SME Sales Wealth Management

25 candidate(s) have already applied for this Job. Apply now

WORK SETUP: Onsite – Uptown Bonifacio Tower 3, Taguig

WORK SHIFT: Night Shift (Weekends Off)

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) – required

QC and supervisory experience – required

Alternately, the candidate should possess SME knowledge

The following experiences will be validated during Skills Interview:

QC experience

Experience coaching and helping someone improve their performance

QA experience (good to have)

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

Must not have an active or recent application with Accenture

Why Join?

Lead quality initiatives for high-net-worth wealth management clients

Work in a prestigious financial services environment

Prime Uptown Bonifacio location

Night shift with weekends off – work-life balance

Career growth in quality assurance and wealth operations

Role

Quality Assurance & Control

Timings

Rotational Shifts (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Semi-Voice

Functional Area

Construction

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.

Jecinta Kariuki

Recruiter - Gratitude Inc

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