Wealth Solutions Associate bei Accenture

The Wealth Solutions 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.

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 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

Basic Qualifications:

• Minimum of 1 year in banking, investment, or financial planning

Preferred Qualifications:

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

• 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

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, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.

We accept applications on an on-going basis and there is no fixed deadline to apply.

Information on benefits is here.

Role Location                                Hourly Salary Range

California                                           $19.71 to $48.22

Colorado                                            $19.71 to $41.63

District of Columbia                      $21.01 to $44.33

Illinois                                                 $18.27 to $41.63

Minnesota                                         $19.71 to $41.63

Maryland                                           $19.71 to $41.63

New York/New Jersey                 $18.27 to $48.22

Washington                                      $21.01 to $44.33

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

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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.

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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.

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