The Wealth Solutions Center Service Associate is working with our 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 management 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 the client's 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 Client Service Measurement (CSM) scores.

Basic Qualifications:

+ Minimum of 1 year of banking, investment or financial planning experience.

Preferred Qualifications:

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

+ Excellent verbal and written communication skills

+ Preferred to 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

+ 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

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, Maryland, New York or Washington as set forth below.

The application window for this job will remain open until at least 10/17/2025. However, if this date has passed, please note we are still accepting applications.

Information on benefits is here. (

Role Location Annual Salary Range

California $40,200 to $64,800

Colorado $40,200 to $55,900

District of Columbia $42,800 to $59,600

New York $37,200 to $64,800

Maryland $37,200 to $51,800

Washington $42,800 to $59,600

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