<p>Job Description</p> <p>The Wealth Banking Center Associate is an extension of the client's in-market team committed to providing a differentiated servicing and problem resolution experience to assigned Wealth 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 teams, and other internal partners to deliver a seamless and integrated servicing approach to client's high net-worth clients.</p> <p>Key Responsibilities:</p> <ul> <li> <p>Primary service and problem resolution support for the client's Wealth clients and advisors via phone and electronic service requests.</p> </li><li> <p>Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.</p> </li><li> <p>Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework.</p> </li><li> <p>Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.</p> </li><li> <p>Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified service level agreements, i.e. transfers, overdrafts, etc.</p> </li><li> <p>Facilitate wire agreements and time sensitive wire requests for Wealth clients which requires the ability to execute a complex process with high attention to detail.</p> </li><li> <p>Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com.</p> </li><li> <p>Uphold required performance standards (e.g. quality, productivity, behaviors).</p> </li><li> <p>Assist the client's Wealth division in reaching target Voice of Client (VOC) scores</p> </li></ul> <p>Schedule:</p> <ul> <li> <p>Work a flexible schedule as needed by the business, Monday-Friday (8 AM to 8 PM) and (Rotate) Saturday (8 AM to 5 PM).</p> </li><li> <p>In Office Location- Charlotte, NC</p> </li></ul> <p>Qualification</p> <p>Basic Qualifications:</p> <ul> <li>Minimum of 1 year in banking, investment, or financial planning </li></ul> <p>Preferred Qualifications:</p> <ul> <li> <p>Associate's degree in business, accounting, finance, banking or equivalent education and related training</p> </li><li> <p>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</p> </li><li> <p>Excellent verbal and written communication skills</p> </li><li> <p>Organized and responsive with the ability to handle multiple tasks simultaneously</p> </li><li> <p>Empowered self-starter that takes ownership of their learning and has the ability to retain the information</p> </li><li> <p>Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible</p> </li><li> <p>Operates effectively in a team environment</p> </li></ul> <p>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 as set forth below.</p> <p>We anticipate this job posting will be posted until 03/30/2026</p> <p>Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:</p> <p>U.S. Employee Benefits | Accenture</p> <p>Role Location Hourly Salary Range</p> <p>California $21.68 to $48.22</p> <p>Cleveland $20.10 to $38.56</p> <p>Colorado $21.68 to $41.63</p> <p>District of Columbia $23.13 to $44.33</p> <p>Illinois $20.10 to $41.63</p> <p>Maryland $21.68 to $41.63</p> <p>Massachusetts $21.68 to $44.33</p> <p>Minnesota $21.68 to $41.63</p> <p>New York $20.10 to $48.22</p> <p>New Jersey $23.13 to $48.22</p> <p>Washington $23.13 to $44.33</p> <p>Locations</p>