Skill required: Wealth Management - Wealth and Asset Management Applications
Designation: Capital Markets Services Associate
Qualifications:BCom/Any Graduation
Years of Experience:1 to 3 years
About Accenture
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What would you do? • Experience in servicing of account maintenance, updating beneficiaries, money movement, etc. along with more complex functions like account opening, estate administration, signing paperwork etc. • Work closely with the field Support Specialists team to help the client within any segment (Wealth, Reserve, Signature) with any banking, mortgage, credit card, fraud, etc. in need. • Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions to ensure client and advisor requests are fulfilled in a timely manner. • Respond to client requests for information and assistance within appropriate level of authority while identifying at-risk relationships and communicating to the relationship team • Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions. • Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations. • Monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions. • Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials • Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. • Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
What are we looking for? • Only hire folks with Wealth Management experience especially in Account opening & maintenance and some amount of money movement aspects. • Look at the folks, who had interacted with financial advisories, Brokers, Client Associates etc. in their past role. • Excellent communication is a must and look at folks, who had prior experience in daily interaction with US counterparties.
Roles and Responsibilities: •In this role you are required to solve routine problems, largely through precedent and referral to general guidelines • Your expected interactions are within your own team and direct supervisor • You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments • The decisions that you make would impact your own work • You will be an individual contributor as a part of a team, with a predetermined, focused scope of work • Please note that this role may require you to work in rotational shifts