DE033551-Wealth & Banking Service Helpdesk Senior Analyst

---ONLY THOSE APPLICANTS WHO ALREADY HAVE THE RIGHT TO LIVE AND WORK IN THIS COUNTRY ARE ELIGIBLE TO APPLY FOR THIS ROLE---

POSITION TITLE: Capital Markets Ops Sr Analyst
WORK SETUP: Return to Office

OVERALL PURPOSE:
Responsible for performing work for the Wealth Digital Omni team that provides application support for Wealth Advisors and clients. Owns the teammate and client support experience across core wealth digital platforms, ensuring timely issue resolution, service continuity, strong stakeholder communication, and process improvement. Provides oversight, guidance, and coordination for daily support activities, while partnering with internal and external teams to enhance service delivery, drive engagement, and support business priorities.

RESPONSIBILITIES:
Following is a summary of the essential functions for this role. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Perform and lead day-to-day support activities for the Wealth Digital Omni team supporting Wealth Advisors and clients.
2. Serve as a subject matter resource for digital wealth applications and related support processes.
3. Provide guidance and direction to team members, helping prioritize work, resolve issues, and maintain high service levels.
4. Support incident resolution, escalation management, and service recovery for application-related issues impacting advisors and clients.
5. Deliver proactive and responsive communication to stakeholders regarding production issues, trends, resolutions, and service impacts.
6. Partner with business, operations, technology, vendors, and support teams to resolve complex issues and improve the client and advisor experience.
7. Support and continuously improve team procedures, knowledge articles, workflows, and service models for wealth application support.
8. Identify recurring issues, process gaps, and service risks, and recommend solutions to improve efficiency, stability, and user experience.
9. Monitor support trends, service metrics, and feedback to help drive continuous improvement and operational excellence.
10. Participate in cross-functional initiatives, testing, releases, and change management activities affecting supported applications.
11. Maintain current knowledge of banking, wealth, digital servicing, and application changes to effectively support advisors and clients.
12. Provide support for the following applications and platforms:
. Truist Digital
. Wealthscape
. Portfolio View
. MoneyGuidePro
. Truist Digital Admin Hub
. Other third-party wealth and digital support applications
o Partner Care
o Fiserv
o Yodlee
o Akamai

OTHERS:
Project Shift Schedule: Night Shift
Project Rest Day: Weekends Off
Project/Team Location: Taguig Uptown Bonifacio Tower 3

SKILL AND QUALIFICATIONS: . 3 to 5 years of experience in wealth management, wealth service, or financial digital banking support . Has directly provided application support to Wealth Advisors and high-net-worth clients . Open to candidates with experience in any digital financial platform or application

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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