Wealth Solutions Center Service Specialist 1 Position Available In Mecklenburg, North Carolina

Wealth Solutions Center Service Specialist 1 Accenture

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Charlotte, NC Job Details Estimated:

$51.2K

• $108K a year 1 day ago Benefits Work from home Qualifications Bilingual Financial planning Mid-level Microsoft Office Finance Bachelor’s degree Client services Computer skills 1 year Business Associate’s degree Accounting Communication skills Banking Full Job Description ACCENTURE’s Flexible Workforce solves clients’ toughest challenges by providing cross-industry expertise, unmatched innovation, World-class tech and talent.

We help bring it all together to deliver tangible business outcomes for our clients with contractors and our extended workforce opportunities. Accenture is consistently recognized on FORTUNE’s 100 Best Companies to Work for and Diversity Inc’s Top 50 Companies for Diversity lists. And that’s just the beginning. Now is the perfect time for you to consider opportunities through our Flexible Workforce.

What’s In It For You :

Collaborate with a diverse network of people Actively deliver innovative solutions for Accenture’s clients Apply your skills and experience to help drive business transformation Work locally or remotely, significantly reducing or eliminating the demands to travel Hybrid Role, 3 days in office, 2 days Remote Hours of Operations M-F

• 8AM•8PM EST Sat•9 AM•5 PM EST (will work every ~six weeks) Work Schedule In Office during training (~90 days) Hybrid after completion of training 3 days in the office 2 days’ work from home

Project Description :

The Wealth Advisor’s in-market team is committed to providing a differentiated servicing and problem resolution experience to assigned 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 teams, and other internal partners to deliver a seamless and integrated servicing approach to high net-worth clients.

Responsibilities :

Primary service and problem resolution support for 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 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 Banks Wealth division in reaching target Voice of Client (VOC) scores

Basic Qualifications :

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Associate’s degree in business, accounting, finance, banking or equivalent education and related training One year of related client service experience (e.g. banking, investment, financial planning) Must 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 Excellent verbal and written communication skills 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 Banking and relation banking experience is a must have

Bonus Points If You Have :

Bachelor’s degree in business, accounting, finance or banking Two or more years of related client service experience (e.g. banking, investment, financial planning) Proficiency in retail banking applications (e.g. Client Central, Salesforce) Bi-lingual ability Keywords; SAFE (Mortgage Licensing Act), 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. Our rich diversity makes us more innovative, more competitive and more creative, which helps us better serve our clients and our communities. 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 Opportunity and Affirmative Action Policy Statement Requesting An Accommodation for this specific opportunity Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are going to be placed on an Accenture project and require accommodation to perform the essential functions of the opportunity, you will be asked to participate in our reasonable accommodation process as it relates to the initial interview process and for ongoing support, you will need to consult your supplier as their reasonable accommodation process if an offer is extended. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you 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 placement consideration 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.