ByCompany: Accenture
Apply Link: Apply Now
Qualifications: Any Graduation
Experience: 1 to 3 years
About Accenture:
Accenture is a global professional services firm specializing in digital, cloud, and security services. With 699,000 employees across 120+ countries, Accenture offers expertise in Strategy, Consulting, Technology, Operations, and Accenture Song, providing innovative solutions to clients across over 40 industries.
Job Responsibilities:
- Collaborate with the Field Support Specialists team to assist clients in various segments, including Wealth, Reserve, and Signature.
- Maintain and update client records, monitor transactions for accuracy, and ensure timely fulfillment of client and advisor requests.
- Respond to client inquiries, identify at-risk relationships, and communicate with the relationship team.
- Handle routine client transactions such as deposits, distributions, payments, and transfers.
- Utilize trust and investment systems for transactions, account monitoring, report creation, and client presentations.
- Support sales and retention efforts by scheduling appointments, making follow-up calls, and preparing marketing materials.
- Process operational requests, including funds distributions, check deposits, client updates, and other tasks as directed by the Financial Advisor.
- Collaborate with Financial Advisors to ensure reports, such as insufficient funds for distributions, are reviewed and addressed.
Skills Required:
- Adaptability and flexibility
- Ability to work under pressure
- Strong problem-solving skills
- Detail-oriented with strong time management
- Excellent stakeholder management skills
- Analytical thinking
Additional Information:
- Role involves solving routine problems based on guidelines and precedents.
- Interactions are primarily within the team and with direct supervisors.
- You will receive detailed instructions for daily tasks and new assignments.
- Individual contributor role with a focused scope of work.
- May require working in rotational shifts.
