Financial Services Specialist

hace 1 mes


Xico, México Wtw A tiempo completo

**Key Responsibilities**

As a Financial Services Specialist at Wtw, you will be responsible for collecting and analyzing financial information from clients, downloading financial statements, and reviewing the AUM of our clients' pension plans. You will also be required to calculate returns on all accounts and the total plan using financial statements. Additionally, you will support different business needs and maintain constant communication with the Client Team to deliver high-quality work to clients.

**Requirements**

We are looking for individuals with resourcefulness and a desire to expand their investment knowledge. You will need to combine project management and organizational skills with effective communication and collaboration. Your working knowledge of Excel and databases will be applied to our internal processes and systems. You will be supported to think innovatively to evolve and improve our solutions. Professional English is required.



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