Skill required: Wealth Management - Wealth and Asset Management Applications
Designation: Capital Markets Services Associate
Qualifications:Any Graduation
Years of Experience:1 to 3 years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do? • 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. A wealth management and investment advisory firm with a long history of supporting multi-generational families in growing and preserving wealth.
What are we looking for? Adaptable and Flexible Ability to work under pressure Problem Solving skills Detail Orientation Ability to Establish strong stakeholder management skills Analytical thinking Time Management •
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

Any Graduation

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 742,000 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. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities, 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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