Client Portfolio & Investor Experience Lead

WTW; Atlanta (GA); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Medical and dental insurance

Paid time off

Retirement benefits (401k)

Job summary

WTW in Atlanta is seeking a Client Portfolio Specialist to manage investor relations for its Specialist Portfolio Solutions clients. The role involves maintaining client relationships, addressing inquiries, and collaborating with the investment consulting team. Ideal candidates will have a strong investment background, including relevant degrees and certifications, along with excellent communication skills. The compensation for this role ranges from $130,000 to $160,000 annually, and it includes an annual short-term incentive bonus.

Qualifications

• Five or more years of progressive investment experience, ideally in a client-service oriented environment.
• Strong technical skills related to asset/liability-based investment strategies.
• Excellent oral and written communication skills.

Responsibilities

• Oversee and execute the investor experience for clients.
• Identify potential opportunities for relationship expansion.
• Manage the production of fund investor collateral.

Skills

Client relationship management

Investment strategies

Communication skills

Team collaboration

Mentorship

Education

Undergraduate degree

CFA, FSA, MSc, MBA

Job description

WTW in Atlanta is seeking a Client Portfolio Specialist to manage investor relations for its Specialist Portfolio Solutions clients. The role involves maintaining client relationships, addressing inquiries, and collaborating with the investment consulting team. Ideal candidates will have a strong investment background, including relevant degrees and certifications, along with excellent communication skills. The compensation for this role ranges from $130,000 to $160,000 annually, and it includes an annual short-term incentive bonus.