Wealth & Banking Service Specialist

Gratitude Inc

96 Views

1 week ago

Wealth & Banking Service Specialist

1-3 Year(s)

Manila

Job Description

Key Skills

Banking Salesforce client service experience retail banking or wealth platforms

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

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 Accenture 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 Accenture's broader Financial Services capability teams.
• Potential external certifications as the program matures, enhancing professional credentials and career progression.

RECRUITMENT PROCESS:

• Screening with CV Reviewer
• Endorse for Validation and further CV screening through Workday, along with the HRI toolkit, FCV, and CV
• For review with the client

Kindly answer the Pre-screening Questions and send as comment while applying
PRE-SCREENING QUESTIONS:

• How many years of relevant client service experience do you have in banking, financial services, or wealth management?
• Do you have experience in retail banking or wealth platforms like Client Central or Salesforce
• How much is your last drawn salary?
• How much is your salary expectation?
• Are you amenable to working on an onsite setup with a shifting schedule in Taguig?
• When are you available to start once hired?

Role

Client Services

Timings

Rotational Shifts (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.

Ebube Chukwurah

Recruiter - Gratitude Inc

NA, nigeria

0+ Followers

500+ Posts

View Profile

Interview Tips

Giving the VNA round?
What are the most important skills you acquired as a Soft Skills/VNA trainer?
How would you handle an irate customer?

Get the Best Jobs
on your Fingertips

Confidential

Manila, Philippines

Details