Client Portfolio Specialist

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 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 delivery
• Net Promoter Score
• At risk identification and management 
• Issue response and resolution time
• Leverage Investment Client Consulting Leads to enable efficient delivery and capacity

Financial 

• Size of client book of business 
• Sales credits
• Participate in new business opportunities 

People

• Optimize resource alignment
• Invest in development of SPS client support team 

Innovation & Excellence

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