Wealth Client Service Analyst

We're looking for professionals who have: Bachelor's degree in Business, Finance, Accounting, Banking, Economics, or a related field. At least 1 year of client service experience in banking, financial services, wealth management, or related industries. Experience supporting clients through phone, email, or digital channels. Exposure to retail banking,...

Job Description: Join our team as a Client Service Analyst and become a trusted advisor to our clients, where youll play a pivotal role in managing relationships and resolving issues with our complex treasury and cash management products. Leverage your skills in data analytics, project management, and strategic thinking to deliver exceptional service and...

Join a team focused on delivering outstanding service experiences to wealth banking clients. This role combines client relationship management, transaction support, and problem resolution within a highly regulated financial services environment.Key ResponsibilitiesAct as a primary point of contact for clients and financial advisors.Resolve inquiries and...

About the role Serve as the primary point of contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests. Develop a thorough understanding of all banking products, processes, and programs, staying updated on any changes. Provide tailored solutions for clients with complex financial needs while adhering...

Accenture Philippines seeks a Client Service Team Lead to oversee a team supporting wealth and banking clients, delivering exceptional service across inquiries, account servicing, and operations. You will lead, coach, and partner with Wealth Advisors and internal groups, ensuring compliance, quality, and client satisfaction in a fast-paced, onsite...

About the role: We are looking for a Wealth Management Analyst with strong experience in Wealth Management, Quality Control, and/or SME functions. The ideal candidate will have a solid understanding of banking and wealth management processes, excellent attention to detail, and proven experience in coaching or supporting team members to improve their...

The Citi Philippines seeks an entry-level Service Analyst 1 in CBPS to provide world-class service to Citi global clients, handling phone and digital banking inquiries including billing, disputes, credit, collections, and fraud. The role emphasizes compliance, risk awareness, and delivering an exceptional client experience.Responsibilities include supporting...

Sun Life Philippines is seeking a client servicing professional in the Investments division to handle non-financial transactions and investor communications with precision. You will coordinate with internal teams to resolve requests, maintain records, and ensure timely delivery of documents.The role requires advanced analytical skills, strong English...

TP ICAP Group is seeking a Trade Services Associate/Analyst to service APAC clients and back up Australian domestic clients. This role focuses on post-trade operations, client onboarding, and ensuring accurate trade processing across markets.You will liaise with Sales Trading and Operations, handling reconciliations, reporting, and process improvements to...