Customer Service Agent
Customer Service Agent
JOB SNAPSHOT
Chicago, US
As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: 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. You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
- Participate in providing a wide range of services to pension investment committees
- Assist with asset allocation and asset/liability modeling studies
- Participate as a member of the team that works together effectively in delivering services to clients
- Support the execution of large-scale engagements
- Establish a trusted advisor role with clients and provide consistent, superior relationship management
- Producing work in accordance with Professional Excellence requirements
- Complete project deliverables through effective resource utilization
- Partner with internal lines of business to assist in better addressing the client’s need and objectives
- Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities
The Requirements
- Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
- Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
- Strong client focus and a record of supporting the management of client relationships
- Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred
- Understanding of investment management organizations and their role in client solutions
- Excellent oral and written communication skills and ability to liaise with internal and external constituencies
- Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
- Willingness to mentor junior colleagues to assist in developing our talent pool
- Moderate travel required
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $100,000 to $125,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets
CONTACTNON SOLLICITÉ
Tous les profils de candidats / candidatures non sollicités soumis via notre site Web ou des comptes de messagerie personnels d’employés de Willis Towers Watson sont considérés comme la propriété de Willis Towers Watson et ne sont pas soumis au paiement de frais d’agence. Afin de devenir une agence de recrutement / un cabinet de recherche autorisé pour Willis Towers Watson, toute agence de ce type doit disposer d’un contrat écrit en bonne et due forme, signé par un recruteur autorisé Willis Towers Watson et entretenir une relation de travail active avec l’organisation. Les curriculum vitae doivent être soumis conformément à notre processus de candidature, qui implique de participer activement à la recherche. De même, pour nos agences de recrutement / cabinets de recrutement autorisés, si le processus de candidature n’est pas suivi, aucun frais d’agence ne sera payé par Willis Towers Watson. Si vous souhaitez que vos coordonnées soient sauvegardées en vue d’un examen ultérieur, veuillez nous envoyer un courriel à l’adresse Agency.inquiries@willistowerswatson.com.
NOS BUREAUX
Nos collègues sont présents dans plus de 140 pays : de Mumbai à Londres, en passant par Manille et New York, du Moyen-Orient à l’Amérique latine. Grâce à notre présence internationale, tout ce que nous accomplissons prend une dimension mondiale et crée des occasions de collaboration et de croissance pour vous. Parcourez la carte ci-dessous pour voir jusqu’où votre carrière pourrait vous mener.
Nos collaborateurs
Burn Domingo
Benjamin Tessier
Karan Patel
Nick Alexander
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Elise Hunt
Marvi Napoles
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Caroline Barber
Leonardo Araujo
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Charlie (Charlotte) Garrod
Pei Wang
États-Unis). Stages
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Suzanne Vaughan
Nuno Arruda
Kingsley Wang
Laura Punzón
Paul Dowding
Massimiliano Abri
Burn Domingo
Benjamin Tessier
Karan Patel
Nick Alexander
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Elise Hunt
Marvi Napoles
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Caroline Barber
Leonardo Araujo
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Charlie (Charlotte) Garrod
Pei Wang
États-Unis). Stages
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Suzanne Vaughan
Nuno Arruda
Kingsley Wang
Laura Punzón
Paul Dowding
ÉVÉNEMENTS
Aucun événement prévu pour l’instant.
Chez WTW, nous croyons en l’égalité des chances d’accès à l’emploi, et nous nous engageons à mettre en place une main-d’œuvre diversifiée et à créer un environnement de travail inclusif où chacun est respecté, mis en valeur et apprécié. Nous ne tolérons aucune forme de discrimination et ne cautionnons aucune action ou initiative qui puisse porter atteinte aux droits de la personne.