Wealth Solution Center Team Lead

Posted:
12/1/2024, 4:00:00 PM

Location(s):
North Carolina, United States ⋅ Charlotte, North Carolina, United States

Experience Level(s):
Senior

Field(s):
Customer Success & Support

The Wealth Solutions Center Service Team Lead is the lead that works 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:

  • Hire, train and develop Service Specialists with the focus on the execution of the Wealth Solutions Center’s differentiated client service/problem resolution strategy.

  • Coach/manage team with the goal of meeting/exceeding key Wealth Solutions Center metrics and client experience expectations through side-by-side engagement, call monitoring and other QA measures.

  • Ensure Service Specialists meet Service Level Agreements established within the wealth division and with clients.

  • Analyze contact volume trends to recommend operational and staffing changes.

  • Work closely with the Wealth Solutions Center Manager to establish and maintain excellent working relationships with various specialists (Integrated Relationship Management Partners) designated to support client service and client development efforts (e.g. Mortgage Origination, Investment Services, Trust and Asset Management Services, Insurance Services).

  • Serve as an advocate for clients with other business units.

  • Act as a Subject Matter Expert on all banking servicing and operations procedures across the Wealth team.

  • Stay abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting the clients. 

  • Participate in the on-going improvement and refinement of the Wealth Division brand, processes, products, services and operating policies and procedures. Participate in strategic projects or tasks that support employees, operations and broader Wealth Division initiatives.

  • Support learning partners in the development of new hire and ongoing training needs across the Wealth Solutions Center.

  • Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant practice.

Basic Qualifications:

  • Minimum of 3 years' experience in banking, investments or financial planning

  • Minimum of 1 year experience in managing or supervising people

Professional Qualifications:

  • Strong interpersonal, service and relationship management skills

  • Strong written and verbal communication skills

  • Bachelor's Degree

  • Possess and demonstrate a broad, fundamental understanding of retail bank credit/deposit products

  • Experience working with the Affluent/High Net Worth clients

  • Demonstrated proficiency in standard computer applications such as Microsoft Office

  • 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

  • Ability to travel, occasionally overnight.

  • Strong attention to detail

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 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                                    Annual Salary Range

California                                          $63,800 to $154,800

Colorado                                           $63,800 to $133,700

District of Columbia                     $68,000 to $142,400

Illinois                                               $59,100 to $133,700

Minnesota                                        $63,800 to $133,700

Maryland                                          $59,100 to $123,800

New York                                          $59,100 to $154,800

Washington                                      $68,000 to $142,400

About Accenture

Accenture is a leading global professional services company that helps the world’s leading organizations build their digital core, optimize their operations, accelerate revenue growth and enhance services—creating tangible value at speed and scale. We are a talent- and innovation-led company with 774,000 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. Visit us at www.accenture.com 

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If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an email or speak with your recruiter. 
 
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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. 

California requires additional notifications for applicants and employees.  If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.

Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

Accenture

Website: https://accenture.com/

Headquarter Location: Dublin, Dublin, Ireland

Employee Count: 10001+

Year Founded: 1989

IPO Status: Public

Last Funding Type: Grant

Industries: Business Information Systems ⋅ Construction ⋅ Consulting ⋅ Information Services ⋅ Information Technology ⋅ Infrastructure ⋅ Management Consulting ⋅ Outsourcing