Wealth Management Client Services Specialist

Join our growing GB Wealth & Retail team as a Client Services Specialist and play a key role in supporting our UK client base and driving business growth.

This is an exciting opportunity to join a collaborative team at the heart of our global Wealth & Retail business. You’ll work closely with colleagues across Investment, Research, Portfolio Management and Operations, gaining broad exposure to investment markets, client servicing and business development.

The Business

WTW Investments business aims to change investment for the better for the benefit of its clients. To achieve this, we look to hire and retain bright, hungry and dynamic people, provide opportunities for them to continue to develop their skills and then empower them to make a difference. Our client base of leading investment institutions (including many of the world’s largest pension funds, insurance companies and sovereign wealth funds) demand excellence and creative solutions to the investment challenges they face.

Our business is developing in exciting new ways and at the forefront of these is our effort to diversify our client base from our typical pension fund client focus into new markets like wealth management, charities, endowment and foundations. Our large team of investment professionals, spanning capital markets, portfolio management and investment research creates a unique platform from which to continue to grow our business in specialist areas. This is a key focus of Unbound2030, our strategic plan.

The team responsible for this part of our business is GB Wealth and Retail team. The team are focused on servicing clients and expanding our client base within the GB Wealth and Retail channel by creating solutions for our clients across business, strategic or investment advice, outsourced investment management and WTW influenced funds. We are a small, but growing team of 10, and we service clients with £20bn AUMA.
 

Curious to learn more about Investments at WTW? https://www.wtwco.com/en-gb/solutions/investments

The Role

This role offers the opportunity to join WTW’s GB Wealth & Retail team, supporting the delivery and growth of our services to wealth managers, private banks and other financial intermediaries.
The successful candidate will combine client-service responsibilities with investment-related analytical work. They will help coordinate high-quality client deliverables, prepare accessible investment content, maintain accurate management information and work successfully with WTW’s portfolio management, research, operations and specialist teams.
 

Specific responsibilities include:

• Produce regular client deliverables on market commentary, portfolio reviews and performance reporting
• Ownership and project management of ad hoc client queries
• Co-ordinate projects for clients by working with the research, portfolio management and operations teams
• Support client onboarding and implementation, where required
• Suggest more efficient ways of working and help the team to implement new ideas
• Coordinate mailings including managing mailing lists; keep lists current and send mailings out via emails
• Build technical investment knowledge and apply to all client work, and work towards an appropriate professional qualification
   

Excellence

• ·  Ability to multi-task and deliver accurately on time
• Commitment to providing a ‘best in class’ service
   

People

• Ability to build strong networks internally in the Investment business and to collaborate effectively on cross-functional and cross-geography teams
• Natural ease and effectiveness when dealing with clients/colleagues at all levels.
   

What you’ll bring

• Degree level education, with relevant experience ideally within an investment management business
• Self-starter who is adaptive, fast-learning, responsive, reliable, extremely well-organized, detail-oriented and committed to accuracy
• Strong communication skills with the ability to explain technical information clearly and concisely
• Exceptional aptitude for following up and following through on assigned tasks
• Interest in investment issues and desire to deepen knowledge over time
• An interest in investments, wealth management and financial markets
• Advanced MS Excel and PowerPoint skills
• Functional with the internet/intranet, proprietary software and use of AI
   

What we offer

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [email protected]