5+ years of experience
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Employment Type:
Full time
Job Category:
Customer Service
Delegated Client Service Associate
(This job is no longer available)
Willis Towers Watson | Chicago, IL
Grad Date

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Job Description

The Delegated Client Service Associate will be responsible for supporting the management of the client experience and delivery of customized OCIO/Delegated Investment solutions. You will support the management of your clients including proactive and reactive communications, insightful reports and meeting prep and follow-up. You will support the Client Lead in coordinating with other internal resources including Investment Strategist, Actuary, Portfolio Management and Implementation teams. As you progress in the role you will be positioned as the secondary (back-up) contact at WTW for assigned clients. This could include attending client meetings with or without the client lead.

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

* Work as part of dedicated client team providing high quality delegated services to clients
* Implement service plan for assigned clients in coordination with the client lead
* Increase efficiency within client teams by identifying ways to improve processes
* Coordinate portfolio and regular quarterly updates with members of PMG and client service leadership
* Build effective working relationships with clients and colleagues at all levels and collaborate effectively on cross-functional teams
* Accountable for the quality, consistency and timeliness of investment work product prepared for clients with guidance from Client Leads
* Accountable for ongoing project management including early and clear communication and coordination with Client Leads and other team members, as appropriate
* Assisting with documentation of client interactions and fiduciary decisions
* Producing work in accordance with Professional Excellence requirements
* Complete project deliverables through effective resource utilization
* Ensure timely and accurate completion of time recording
* Actively participate to help build relationships with both internal and external clients
* Support the generation of new business as part of the broader team

The Requirements

* Undergraduate degree required. Progress towards a CFA or MBA a plus.
* At least three to five years of experience working with institutional investments
* Excellent oral and written communication skills
* Strong analytical skills with a logical and thorough work ethic
* Strong time management and project management skills

EOE, including disability/vets