Wealth Solutions Associate

Accenture • Charlotte, NC

1d • Onsite

About The Position

The Wealth Banking Center Associate is an extension of the client's in-market team committed to providing a differentiated servicing and problem resolution experience to assigned Wealth 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 client's high net-worth clients.

Requirements

• Minimum of 1 year in banking, investment, or 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
• 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.

Nice To Haves

• Associate's degree in business, accounting, finance, banking or equivalent education and related training

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 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 Voice of Client (VOC) scores

Benefits

• medical, dental, vision, life, and long-term disability coverage
• a 401(k) plan
• bonus opportunities
• paid holidays
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree