Client Portfolio Specialist

**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 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
+ 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 in...

Ready to Apply?

Submit your application today and join our talented team at WTW.

Submit Application