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Client Service Director
4 weeks ago
Client Service Director - Delegated SolutionsWe are seeking a talented individual to join our Delegated Solutions team at Mercer. This role will be based in Toronto, Calgary or Vancouver. This is a hybrid role that has a requirement of working at least three days a week in the office.We will count on you to:Communicate all asset management and reporting services to Mercer Global Investment Canada Limited’s (MGI) clients, including contributing to quarterly report commentary, drafting fund change announcements, and responding to client requestsManage relationships to support lasting client partnershipsWork with the reporting team to peer review, finalize, and deliver monthly/quarterly performance reports to clientsCoordinate and/or attend client meetings across Canada, including presentations to investment committeesParticipate in MGI's investment team meetings and meetings with sub-advisors to understand capital markets and fund performance to explain to clientsContribute to preparation of client investment guidelines and strategy, working closely with clients and MGI's portfolio management teamSupport operations team with audit requests and assist consulting team with client portfolio asset mix/fund changes ensuring suitability requirementsActively participate in new client onboarding and liaise with new clients on transitions to MGI platformSupport legal team in updating client legal documentation and coordinate completion of legal and compliance documentsFacilitate clients' subscription to private market fundsSupport delivery of advisory services including asset allocation reviews, de-risking, and interest rate risk management analysesCollaborate with Mercer colleagues on bundled client relationships involving asset management and actuarial/administration servicesWork on special projects as requiredWhat you need to have:Bachelor degree combined with MBA and/or CFA or CIM designations strongly preferredRegistration as an advising representative with Ontario Securities Commission, Alberta Securities Commission or BC Financial Services Authority requiredExcellent written and verbal communication skills with ability to simplify complex concepts for groupsExcellent technical skills, especially advanced Excel; experience with MS-Access is an assetAdvanced understanding of portfolio performance and attribution strongly preferredMinimum five (5) years of client-facing experience in the investment field with an investment manager or consulting firmPension background desirable (understanding of pension liabilities)What makes you stand out:French fluency is considered a strong assetWhy join our team:We help you be your best through professional development opportunities, interesting work and supportive leaders.We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. #J-18808-Ljbffr
