Wealth & Banking Service Specialist [HYBRID IN MANILA]

Wealth & Banking Service Specialist
Work Setup
Work Shift
Salary Budget
Onsite/Hybrid in Taguig or Cubao, Quezon City
Shifting
Confidential (will be discussed during the job offer)
Overall Purpose
This is not a typical service role. As a Wealth Solutions Center Service Specialist, you will be on the front
line of the company'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
• 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.
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.
Additional Selling Points for Wealth and Banking Demands
• Work with a high-profile U.S. wealth management bank serving high-net-worth clients, providing
exposure to a premium customer segment.
• Develop specialized wealth management expertise, building highly marketable and niche financial
services skills.
• Pioneering and scalable account, offering opportunities to grow alongside the program as it expands.
• Exposure to increasingly complex wealth management processes, helping establish strong subject
matter expertise.
• Career stability and long-term growth, given the strategic nature of the account.
• Future mobility opportunities as the company expands its Financial Services portfolio and seeds
experienced talent into new accounts.
• Access to AI and emerging technologies, including exposure to AI and Agentic AI initiatives.
• Global collaboration and learning opportunities through interaction with the company's broader
Financial Services capability teams.
• Potential external certifications as the program matures, enhancing professional credentials and career
progression.