(ACTIVE-URGENT) Wealth & Banking Service Specialist | Onsite in Taguig

Wealth & Banking Service Helpdesk Analyst

Location: Taguig, Philippines
Work Setup: Onsite
Shift: Shifting
Salary: Confidential – To be discussed during the job offer

Job Overview

We are looking for a Wealth & Banking Service Helpdesk Analyst to support high-net-worth clients and Wealth Advisors by providing accurate, timely, and professional service across phone, email, and digital channels.

The role involves handling banking and wealth-management service requests, supporting transactions, resolving complex client concerns, maintaining accurate CRM records, and ensuring compliance with established policies and regulatory requirements.

Key Responsibilities

• Serve as the primary point of contact for Wealth clients and Advisors.

• Handle client service requests through phone, email, and digital channels.

• Develop strong knowledge of wealth and banking products, systems, and processes.

• Resolve complex client concerns while following compliance and regulatory requirements.

• Build effective working relationships with Wealth Advisors and internal teams.

• Process transfers, overdrafts, and other banking transactions accurately and within SLA.

• Handle wire agreements and time-sensitive wire transactions with a high level of accuracy.

• Document client interactions, requests, and resolutions accurately in CRM/Salesforce.

• Meet established quality, productivity, and behavioral performance targets.

• Contribute to positive client service and satisfaction metrics.

• Work assigned shifting schedules as required.

Qualifications

• Associate's degree or higher in Business, Finance, Accounting, Banking, or a related field.

• At least 1 year of client service experience in banking, financial services, or wealth management.

• Experience with retail banking or wealth platforms such as Client Central or Salesforce is an advantage.

• Strong verbal and written communication skills.

• Excellent organizational and problem-solving abilities.

• Ability to manage multiple priorities in a fast-paced environment.

• Fast learner with the ability to adapt to changing processes and technology.

• Strong teamwork and collaboration skills.

• Proficient in Microsoft Office and comfortable learning new technologies.

Work Schedule

• Monday–Friday: 8:00 AM–8:00 PM shifting schedule

• Saturday: 8:00 AM–5:00 PM

• Weekday off provided in exchange for Saturday work, as applicable.

Eligibility

• Open to applicants currently residing in the Philippines who already have the legal right to live and work in the country.

Recruitment Process

1. CV Screening

2. Validation and further CV screening through Workday

3. Completion/review of required recruitment assessment and documentation

4. Client Review

Pre-Screening Questions

1. How many years of relevant client service experience do you have in banking, financial services, or wealth management?

2. Do you have experience using retail banking or wealth platforms such as Client Central or Salesforce?

3. What is your current/last drawn salary?

4. What is your salary expectation?

5. Are you amenable to working onsite in Taguig on a shifting schedule?

6. When are you available to start once hired?