Business Services & Consulting • all cities, OH 36
The Role
Client Account Administration
Facilitate end-to-end client onboarding, including account and policy opening and funding
Maintain and update client records across Client Relationship Management (CRM) and business platforms
Process account changes and update account-level instructions
Ensure timely and accurate documentation collection, verification, and recordkeeping
Support portfolio rebalancing activities and model implementation
Act as a liaison between custodians, vendors, and internal teams
Track and resolve account issues, services requests, and operational exceptions
Support integration and data flow between systems (CRM, platform technology, reporting tools)
Advisor & Broker Support
Partner with advisors and brokers to deliver excellent client service
Address operational inquiries in a timely and professional manner
Resolve issues and concerns and appropriately escalate complex matters to appropriate channels
Assist in the preparation and distribution of reporting as needed
Process Improvement
Identify inefficiencies and recommend process enhancements
Document standard operating procedures and workflows
Support periodic reviews and testing of internal controls
Participate in operational and technology projects and initiatives
Accountability & Ownership
Demonstrate knowledge, understanding and compliance with applicable licensing, regulatory obligations, and internal policies and guidelines
Engage effectively with colleagues in a collaborative and transparent manner
Ability to self-motivate with strong time management skills
The Requirements
Experience and Expertise
Education and Licenses
Skills and Capabilities
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
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 $40,000.00-$65,000.00 USD annually. This 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):
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
EOE, including disability/vets
The Role
Client Account Administration
Facilitate end-to-end client onboarding, including account and policy opening and funding
Maintain and update client records across Client Relationship Management (CRM) and business platforms
Process account changes and update account-level instructions
Ensure timely and accurate documentation collection, verification, and recordkeeping
Support portfolio rebalancing activities and model implementation
Act as a liaison between custodians, vendors, and internal teams
Track and resolve account issues, services requests, and operational exceptions
Support integration and data flow between systems (CRM, platform technology, reporting tools)
Advisor & Broker Support
Partner with advisors and brokers to deliver excellent client service
Address operational inquiries in a timely and professional manner
Resolve issues and concerns and appropriately escalate complex matters to appropriate channels
Assist in the preparation and distribution of reporting as needed
Process Improvement
Identify inefficiencies and recommend process enhancements
Document standard operating procedures and workflows
Support periodic reviews and testing of internal controls
Participate in operational and technology projects and initiatives
Accountability & Ownership
Demonstrate knowledge, understanding and compliance with applicable licensing, regulatory obligations, and internal policies and guidelines
Engage effectively with colleagues in a collaborative and transparent manner
Ability to self-motivate with strong time management skills
The Requirements
Experience and Expertise
Education and Licenses
Skills and Capabilities
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
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 $40,000.00-$65,000.00 USD annually. This 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):
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
EOE, including disability/vets
