Wealth Solutions Associate

Capital Markets Operations Associate | Mid-Level | Full time Job No. R00316704 | Charlotte, NC

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.

Key Responsibilities:

• Primary service and problem resolution support for the client's Wealth clients and advisors via phone and electronic service requests.

• Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.

• 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.

• Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.

• 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.

• 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.

• Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com.

• Uphold required performance standards (e.g. quality, productivity, behaviors).

• Assist the client's Wealth division in reaching target Voice of Client (VOC) scores

Schedule:

• Work a flexible schedule as needed by the business, Monday-Friday (8 AM to 8 PM) and (Rotate) Saturday (8 AM to 5 PM).

• In Office Location- Charlotte, NC

Basic Qualifications:

• Minimum of 1 year in banking, investment, or financial planning

Preferred Qualifications:

• Associate's degree in business, accounting, finance, banking or equivalent education and related training

• 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

• Excellent verbal and written communication skills

• Organized and responsive with the ability to handle multiple tasks simultaneously

• Empowered self-starter that takes ownership of their learning and has the ability to retain the information

• 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

• Operates effectively in a team environment

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.
We anticipate this job posting will be posted until 03/30/2026


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:

U.S. Employee Benefits | Accenture

Role Location Hourly Salary Range
California $21.68 to $48.22
Cleveland $20.10 to $38.56
Colorado $21.68 to $41.63
District of Columbia $23.13 to $44.33
Illinois $20.10 to $41.63
Maryland $21.68 to $41.63
Massachusetts $21.68 to $44.33
Minnesota $21.68 to $41.63
New York $20.10 to $48.22
New Jersey $23.13 to $48.22
Washington $23.13 to $44.33

Charlotte, NC

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