Client Service Director

2 weeks ago

Montréal, Canada Mercer Full time

**Client Service Director - Delegated Solutions**:
Mercer has an opportunity for a Senior Client Service Professional in our Delegated Solutions group. This role can be located in Toronto or Montreal.

Delegated Solutions involves the outsourced investment management of institutional assets. Mercer hires underlying investment managers within each of our funds and we provide consulting services and fund oversight. This portion of our business is growing rapidly.

Principal duties of the Client Service Director:

- Communication of all asset management, and reporting services to Mercer Global Investment Canada Limited’s (MGI) clients. This includes: (1) Contributing to the writing of the commentary within quarterly reports; (2) occasionally drafting announcements of changes to funds; (3) Responding to ongoing client requests;
- Relationship management that supports lasting relationships with clients;
- Work with the reporting team to peer review, finalize and deliver monthly/quarterly performance reports to clients;
- Coordinating and/or attendance at client meetings (across Canada) including making presentations to investment committees;
- Participating in MGI's investment team meetings and, upon request, meetings with sub-advisors to understand capital markets performance, performance of MGI's funds including the underlying investment managers in order to explain performance to clients;
- Contribute to the preparation of client investment guidelines (i.e. Statements of Investment Policies and Procedures) and strategy, working closely with clients and MGI's portfolio management team;
- Support the operations team to complete audit requests;
- Work with consulting team to help implement client portfolio asset mix/fund changes, ensuring adherence to all suitability requirements and guidelines;
- Actively participate in the new clients onboarding process
- Working within the parameters of the operations team, liaise with new clients on their transitions to MGI, including the coordination of asset management and trust/custody relationship to MGI's platform;
- Support the legal team in updating client legal documentation by drafting ISA amendments and other docs;
- Responsible for coordinating completion and receipt of required legal and compliance documents.
- Facilitate clients' subscription to private market funds
- Supporting delivery of advisory services to clients:

- Coordinate and facilitate any asset allocation reviews, de-risking, and interest rate risk management analyses, working closely with the Mercer affiliates whom MGI might employ for assistance with asset liability modeling;
- Work closely with Mercer colleagues, in other businesses, on bundled client relationships where we may be providing asset management and actuarial and/or administration services;
- Work on special projects as required

**Qualifications**:

- A Bachelor degree combined with a MBA and/or the CFA or CIM designations are strongly preferred
- Registration (Ontario Securities Commission and Autorité des marchées financiers) as an advising representative is required
- Excellent written and verbal communication skills. Ability to simplify complex concepts and present them to a group
- Excellent technical skills, especially with the MS Office suite of products. Advanced Excel skills is a must. Experience with MS-Access would be an asset.
- Advanced understanding of portfolio performance and attribution is strongly preferred.
- Minimum five (5) years of experience in the investment field either with an investment manager or with a consulting firm in a client facing capacity
- Pension background is desirable (i.e. an understanding of pension liabilities.)
- French fluency is considered a strong asset.
- We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. Learn more about our foundational values, mission and vision for the future by reviewing our _Greater Good Policy_.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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