‎JOB TITLE: Wealth & Banking Service Helpdesk Analyst

‎WORK SETUP: Onsite/Hybrid in Taguig or Cubao, Quezon City

‎WORK SHIFT: Shifting

‎Salary budget: 40,000 to 45,000

‎OVERALL PURPOSE: This is not a typical service role. As a Wealth Solutions Center Service Specialist, you will be on the front line of the company’s financial services delivery — supporting high-net-worth clients and their Wealth Advisors with precision, empathy, and expert knowledge. You’ll work inside a tech-enabled, AI-augmented service model where your instincts and relationships drive outcomes, and where the work you do every day directly shapes the client experience.

‎You will grow here. This is a launchpad — into wealth operations, advisory support, and client experience leadership — with the backing of one of the world’s most respected professional services firms. RESPONSIBILITIES:

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‎WHAT YOU’LL DO:

‎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 — working within compliance and regulatory frameworks with confidence.

‎Strengthen advisor partnerships. Build trusted, professional relationships with Wealth Advisors and internal teams so that every client gets integrated, seamless 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 you’ll take that seriously.

‎Show up flexibly. Work assigned shifts (Mon–Fri 8 AM–8 PM; Sat 8 AM–5 PM, with a weekday off in exchange) and bring your best every time.

‎Job Qualifications

‎• Associate’s degree or higher in Business, Finance, Accounting, Banking, or equivalent — your education is your foundation, not your ceiling.

‎• At least one year of client service experience in banking, financial services, or wealth management.

‎• Exposure to retail banking or wealth platforms like Client Central or Salesforce is a strong advantage.

‎• A communicator who makes complexity feel simple — in writing, on the phone, and face to face.

‎• Highly organized, with the ability to juggle multiple priorities without dropping the ball.

‎• A self-starter who learns fast, retains well, and thrives in a changing environment.

‎• A genuine team player — you collaborate, contribute, and know when to ask for help.

‎• Comfortable with Microsoft Office and eager to pick up new technology quickly.

‎Additional Information:

‎• Open to applicants who are currently in the Philippines and already have the right to live and work in this country are eligible for this role

‎RECRUITMENT PROCESS:

‎• Screening with CV Reviewer

‎• Endorse for Validation and further CV screening through Workday, along with the HRI toolkit, FCV, and CV

‎• For review with the client

‎PRE-SCREENING QUESTIONS:

‎• How many years of relevant client service experience do you have in banking, financial services, or wealth management?

‎• Do you have experience in retail banking or wealth platforms like Client Central or Salesforce

‎• How much is your last drawn salary?

‎• How much is your salary expectation?

‎• Are you amenable to working on an onsite setup with a shifting schedule in Taguig?

‎• When are you available to start once hired?