Wealth Solutions Center Service Associate

The Wealth Solutions Center Service Associate is working with our clients via virtual delivery, i.e. telephone, email, chat, etc. Work in a complex, team-oriented and fast paced environment acting as liaison between clients, wealth management teams, and other internal partners to deliver a seamless and integrated servicing approach to client's high net-worth clients.

Key Responsibilities :

• Primary service and problem resolution support for the client's Wealth clients and advisors via phone and electronic service requests.
• Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.
• Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework.
• Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.
• Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified service level agreements, i.e. transfers, overdrafts, etc.
• Facilitate wire agreements and time sensitive wire requests for the client's Wealth clients which requires the ability to execute a complex process with high attention to detail.
• Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM / SalesForce.com.
• Uphold required performance standards (e.g. quality, productivity, behaviors).
• Assist the client's Wealth division in reaching target Client Service Measurement (CSM) scores.

Basic Qualifications :

Preferred Qualifications :

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Maryland, New York or Washington as set forth below.

The application window for this job will remain open until at least 10 / 17 / 2025. However, if this date has passed, please note we are still accepting applications.

Information on benefits is here. (https : / / www.accenture.com / us-en / careers / local / total-rewards)

Role Location Annual Salary Range

California $40,200 to $64,800

Colorado $40,200 to $55,900

District of Columbia $42,800 to $59,600

New York $37,200 to $64,800

Maryland $37,200 to $51,800

Washington $42,800 to $59,600

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Requesting An Accommodation

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Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

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Salary : $40,200 - $64,800