Job Description

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:Minimum of 1 year of banking, investment or financial planning experience.Preferred Qualifications:Associate's degree in business, accounting, finance, banking or equivalent education and related trainingExcellent verbal and written communication skillsPreferred to be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background checkOrganized and responsive with the ability to handle multiple tasks simultaneouslyEmpowered self-starter that takes ownership of their learning and has the ability to retain the informationAbility to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possibleOperates effectively in a team environmentDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsCompensation 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, Illinois, Maryland, Minnesota, New York or Washington as set forth below.The application window for this job will remain open until at least 01/02/2025. However, if this date has passed, please note we are still accepting applications.Role Location Hourly Salary RangeCalifornia $19.71 to $50.63Colorado $19.71 to $43.70District of Columbia $21.01 to $46.54Illinois $18.27 to $43.70Minnesota $19.71 to $43.70Maryland $18.27 to $40.48New York $18.27 to $50.63Washington $21.01 to $46.54About Accenture Accenture is a leading global professional services company that helps the worldxe2x80x99s leading organizations build their digital core, optimize their operations, accelerate revenue growth and enhance servicesxe2x80x94creating tangible value at speed and scale. We are a talent- and innovation-led company with 774,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the worldxe2x80x99s 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 360xc2xb0 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360xc2xb0 value we create for our clients, each other, our shareholders, partners and communities.Visit us atWhat We BelieveWe have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities.Equal Employment Opportunity StatementAccenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion, or sexual orientation.All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.Accenture is committed to providing veteran employment opportunities to our service men and women.For details, view a copy of theRequesting An AccommodationAccenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an or speak with your recruiter.Other Employment StatementsApplicants 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.Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please for additional important information.Please read Accenturexe2x80x99s for more information on how we process your data during the Recruiting and Hiring process.

Accenture