Wealth & Banking Service Supervisor

Join our Wealth Solutions Center team and help deliver exceptional service experiences for high-net-worth clients and Wealth Advisors. In this role, you'll combine relationship management, problem-solving, and financial services expertise to support clients through a modern, technology-enabled service environment.

Responsibilities:

• 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.
• Become the expert. Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.
• Solve  for complexity. Deliver tailored solutions for high-net-worth clients with multifaceted financial needs while operating within compliance and regulatory frameworks.
• Strengthen advisor partnerships. Build trusted, professional relationships with Wealth Advisors and internal teams to ensure seamless client support.
• Execute with precision. Handle transfers, overdrafts, and day-to-day transactional needs accurately, efficiently, and within SLA commitments.
• Process wire requests flawlessly. Facilitate wire agreements and time-sensitive wire transactions with zero room for error.
• Keep the record straight. Document every client interaction and resolution accurately in CRM and Salesforce.
• Hit your numbers. Meet and exceed quality, productivity, and behavioral performance targets consistently.
• Move the CSM needle. Every interaction is an opportunity to strengthen Client Service Measurement scores and enhance the client experience.
• Show up flexibly. Work assigned shifts and bring your best every time.

Skills and Qualifications:

• Associate's degree or higher in Business, Finance, Accounting, Banking, or equivalent
• At least 1 year of client service experience in banking, financial services, or wealth management
• Exposure to retail banking or wealth platforms such as Client Central or Salesforce is an advantage
• Strong communication skills across written, phone, and client-facing interactions
• Highly organized with the ability to manage multiple priorities effectively
• Self-starter who learns quickly and thrives in a dynamic environment
• Collaborative team player with strong interpersonal skills
• Comfortable using Microsoft Office and learning new technologies
• Residing in the Philippines and legally authorized to work in the country.

Work Set Up:

• Assigned shift: Monday to Friday, 8:00 AM - 8:00 PM; Saturday, 8:00 AM - 5:00 PM (with a weekday off in exchange)
• Work Set Up: Onsite

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

Visit us at www.accenture.com

Equal Employment Opportunity Statement

We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to ag/e, race, creed, color, religion, se/x, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.