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:

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 training
Excellent verbal and written communication skills
Preferred 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 check
Organized and responsive with the ability to handle multiple tasks simultaneously
Empowered self-starter that takes ownership of their learning and has the ability to retain the information
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
Operates effectively in a team environment
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

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.

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

What We Believe

We 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. Read more here

Equal Employment Opportunity Statement

Accenture 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 the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement.

Requesting An Accommodation

Accenture 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 email or speak with your recruiter.

Other Employment Statements

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.

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.

Suggested Jobs for You

Browse

Helpful Links

Countries

Language Switcher

Sign Up For Job Alerts