Client Service Support

Job description

JOB DESCRIPTION

Summary of the Role

The Client Service Support team works directly with our clients; and it supports the wider Specialist Portfolio Solutions (SPS) team as well as colleagues from a variety of disciplines including Strategists, Client Leads, Research, Business Development, Marketing and Consultant and Intermediary Relations.

The Role

Client Focus

·  Deliver client service for SPS clients
·  Address client queries promptly, consistently, accurately and efficiently
·  Management of ad hoc projects and client communications
·  Prepare, review and dispatch client reporting documents, trustee meeting papers and client communications
·  Maintain management information about our clients and distribution lists
·  Assist in on-boarding prospective clients swiftly
·  Work with Portfolio Specialists to deliver pooled fund distribution reporting to Directors
·  Work with Portfolio Specialists to deliver and review (T/C/E) pooled fund Report and Accounts
·  Ensure that pooled fund data is distributed in a timely fashion, for example to eVestment, Bloomberg, and the Consultant and Intermediary Relations team,
·  Ensure Fund Accounting and other relevant parties have clients’ current fee scales
·  Prepare, maintain and double-check data used in external materials
·  Coordination of data storage and collection

Excellence

·  Commitment to providing a ‘best in class’ service to clients and adherence to ‘Professional Excellence’ principles and procedures
·  Ability to take ownership for certain projects, delivering work on time
·  Build strong relationships internally in the Investment team
·  Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
·  Liaise with members of Willis Towers Watson’s wider business in order to gain the necessary data and understanding of the client’s needs

The Requirements

·  Degree level education, ideally with relevant experience within an asset management / investment consulting environment
·  Self-starter who is adaptive, fast-learning, responsive, reliable, extremely well-organized, detail-oriented and committed to accuracy
·  Strong communication skills
·  Exceptional project management skills
·  Exceptional aptitude for following up and following through on assigned tasks
·  Knowledge from a previous role producing marketing content and sales aides would be advantageous as would some project management experience
·  Interest in investment issues and desire to deepen knowledge over time.
·  Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook)
·  Functional with the internet/intranet and proprietary software

The Company 
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.