Client Service Analyst - Wealth Management

Take your banking experience global. Be the trusted voice behind a leading international bank's wealth clients. As a Wealth & Banking Client Service Analyst, you'll support high-value clients and their Wealth Advisors — resolving service requests by phone, email, and chat, and making sure every transaction lands accurately and on time.

What you'll do

• Be the primary point of contact for service and problem resolution for Wealth clients and advisors.
• Build deep expertise across banking products, processes, and programs — and stay current as they change.
• Deliver tailored solutions for clients with complex financial needs, working within audit and regulatory frameworks.
• Partner with Wealth Advisors and internal teams to give clients seamless, end-to-end support.
• Handle day-to-day transactions — transfers, overdrafts, and account servicing — accurately and within SLA.
• Facilitate wire agreements and process time-sensitive wire requests with precision.
• Document every client interaction and resolution in CRM/Salesforce.
• Consistently hit quality, productivity, and behavioral performance targets, and help lift the team's Client Service Measurement (CSM) scores.

What you'll need

• 1–2 years of relevant client service experience in Wealth Management, Banking, or Investment.
• Bachelor's degree (any course) — Business, Finance, Accounting, or Banking is a plus.
• English voice proficiency at least B2.
• Exposure to retail banking or wealth platforms such as Client Central or Salesforce is a strong advantage.
• Strong communication skills, sharp attention to detail, and the ability to juggle multiple priorities.
• Willing to work on site in BGC Taguig on a night shift.

Why Accenture Join one of the world's leading professional services companies — approximately 791,000 people serving clients in over 120 countries. You'll get global banking exposure, structured training, HMO from day one, and a clear path into wealth management, brokerage, and fraud operations roles.

Only applicants who already have the right to live and work in the Philippines are eligible to apply.