Full Time - Client Services Rep

Client Portfolio Specialist
~Full time

The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including:
Lead relationships for clients utilizing WTW’s asset management services through fund solutions or bespoke portfolios
Collaborate with the investment consulting team to support client management needs for relationships where WTW delivers advisory consulting and SPS services
Participate in new business opportunities (support SPS growth function), with an emphasis on private markets
Identify areas for operational and service efficiencies
Key contribution annually will be the coordination with Research and the Portfolio Management Group to execute the SPS annual content plan.
Net Promoter Score
At risk identification and management
Leverage Investment Client Consulting Leads to enable efficient delivery and capacity
Financial
Invest in development of SPS client support team

Design, execute, and improve processes to support current clients and enable growth

Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
Excellent client focus and a record of supporting the management of client relationships
Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; Moderate travel required

Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

This role is also eligible for an annual short-term incentive bonus.

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). EOE, including disability/vets