Posted 12 hours ago

DE033538-Capital Markets Ops Specialist

8003 Accenture Inc Company Philippines, Taguig, Uptown Bonifacio Tower 3
Onsite Full Time
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Job description

---ONLY THOSE APPLICANTS WHO ALREADY HAVE THE RIGHT TO LIVE AND WORK IN THIS COUNTRY ARE ELIGIBLE TO APPLY FOR THIS ROLE--- POSITION TITLE: Capital Markets Ops Specialist WORK SETUP: Return to Office OVERALL PURPOSE: WSC Trainer RESPONSIBILITIES: The following outlines the primary responsibilities of this role. Additional duties, both major and minor, may be assigned as business needs evolve. 1. Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests. 2. Serve as a subject matter expert on all banking products, processes, and programs, staying informed of updates and changes. 3. Identify specialized solutions and proactively address potential issues for clients with complex financial needs, ensuring compliance with branch operations manuals, audit requirements, and regulatory frameworks. 4. Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to effectively meet client needs. 5. Manage complex service issues and handle day-to-day transactional needs for assigned Wealth clients, ensuring efficiency and accuracy while meeting service level agreements. 6. Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy. 7. Identify trends through data collection, reporting, and client interactions to drive insights and improvements. 8. Develop, lead, and execute innovative projects to enhance processes, products, services, operating policies, procedures, and the Wealth brand. 9. Support the skill development of teammates by providing interactive training, access to resources, and floor support. 10. Accurately document client interactions and resolutions in CRM/Salesforce.com. 11. Consistently meet and exceed individual performance standards, including quality, productivity, and behavioral expectations, while contributing to daily center service level standards. 12. Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM). OTHERS: Project Shift Schedule: Night Shift Project Rest Day: Weekends Off Project/Team Location: Taguig Uptown Bonifacio Tower 3 SKILL AND QUALIFICATIONS: • 5 years of experience in Wealth Management or Capital Market • With experience in Brokerage Operations • Must be SME 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 age, race, creed, color, religion, sex, 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. Bring your incredible skills and join our global team of innovators. We come together from different backgrounds across the world and work with the latest technologies to create value and growth for our clients. With us, you’ll continue to learn and grow so you can advance in your career. Your personal dreams and ambitions are just as important to us; that’s why we offer support any way we can—when you thrive, we all thrive. Explore your next step at Accenture Belong. Grow. Thrive. Join a great place to work for reinventors who drive meaningful change for our clients, communities, and the world. Wo rld. Explore your next step at Accenture