Willis Towers Watson Client Service Investment Consultant in Atlanta, Georgia

Client Service Investment Consultant

Date Posted: April 20, 2018


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


As a member of dedicated client servicing teams, you will work closely with other consultants and analysts in providing a variety of high quality services to clients. In close coordination with other Willis Towers Watson professionals, these services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.


• Collaborate with clients to identify their goals & objectives and work with internal teams to design and implement investment strategies that help them achieve their goals

• Help clients utilize internal and external governance resources to maximize efficiency of their portfolios by considering all of our intellectual capital and best ideas

• Coordinate and leverage resources from internal Willis Towers Watson subject matter experts such as: Investment Strategy, Portfolio Construction, Research, and Reporting.

• Identify unmet client needs and proactively seek out solutions in collaboration with other internal resources (for example where resources and governance are lacking, help clients consider further delegation of authority to improve outcomes)

• Serve as an extension of staff to coordinate and facilitate production and delivery of materials consistent with client agreement scope of services

• Introduce and partner with other internal lines of business and services to assist in better addressing the client’s need and objectives

• Ensure all client materials adhere to required professional excellence standards (e.g., documentation, communication, record retention) and champion professional excellence initiatives to ensure team is in compliance

• Collaborate and partner with other Willis Towers Watson colleagues to help inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)

• Support junior colleagues through coaching, mentoring and sharing of knowledge and experience to help with career development as well as cross-training and back-up support for clients


• Undergraduate degree along with progress towards (or interest in pursuing) relevant professional qualifications such as CFA, or equivalent

• Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management).

• Strong oral and written communication skills and ability to liaise with internal and external constituencies

• Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action

• Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels

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 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity: Know your rights. at http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

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.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Location:Atlanta, GA, US

  • Date Posted:April 20, 2018