Client Portfolio Specialist

Job description

The role The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including: - Lead relationships for custom solution and fund only clients - Collaborate with the investment consulting team to support the client management needs for Advisory + fund clients (and custom solutions as appropriate) - Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge - Proactively anticipate client needs and requests - Identify potential opportunities for relationship expansion - Participate in new business opportunities (support SPS growth function), with an emphasis on private markets - Identify areas for operational and service efficiencies - Oversee and manage the production of fund investor collateral (Quarterly Investment Reporting, fact sheet, custom reports) and manage the processes for delivering to investors. - Key contribution annually will be the coordination with Research and the Portfolio Management Group to execute the SPS annual content plan. Annual Objectives: Clients: - Retention - Consistent d...