Client Service Director

7 months 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.

  • Director of Client Services

    4 weeks ago

    Montréal, Canada Chrono Innovation Full time

    **Chrono Innovation**: Chrono Innovation is a fast-growing tech startup that provides a cutting-edge solution to help people manage their time more effectively. Our flagship product, ChronPlatform, is designed to optimize productivity and streamline workflows by automating time-tracking and task management. At Chrono, we arm upstarts with the tools to adapt...

  • Account Director

    7 months ago

    Montréal, Canada Salesfloor Full time

    **Who We Are**: **What You'll Be Doing**: Account Directors at Salesfloor are at the center of value creation for Customers. Account Directors provide the expertise needed for customers to maximize their ROI from using Salesfloor. Account Directors are an important competitive advantage that helps to differentiate the experience Salesfloor offers to its...

  • Client Director

    7 months ago

    Montréal, Canada Open Text Corporation Full time

    **Client Director**: - Req id: 40715- Montreal, Quebec, CA**OPENTEXT** OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex...

  • Director of Client Services

    5 months ago

    Montréal, QC, Canada Evolving Web Full time

    Do you want to take a leadership position at a growing digital agency and take our client relationship management practice to the next level? Evolving Web’s Director of Client Services balances client demands with internal planning, ensuring that we deliver high-calibre web design and development services and work collaboratively with clients. You will be...

  • Director of Client Services

    2 months ago

    Montréal, QC, Canada Evolving Web Full time

    Do you want to take a leadership position at a growing digital agency and take our client relationship management practice to the next level? Evolving Web’s Director of Client Services balances client demands with internal planning, ensuring that we deliver high-calibre web design and development services and work collaboratively with clients. You will be...

  • Client Service Manager

    60 minutes ago

    Montréal, Canada ClinicalMind, LLC Full time

    **Join one of the largest Clinical Learning and Development companies in Life Sciences and** **experience the rapid growth and continuous innovation we bring to our customers daily.** **Job Summary** The **Client Services Manager (CSM)** is the direct contact for their assigned customers and is responsible for their overall success. The CSM works closely...

  • Client Services Coordinator

    7 months ago

    Montréal, Canada GES Canada Limited Full time

    **Company Profile** GES, Global Experience Specialists, is a global exhibition services company with a legacy spanning over 90 years and teams throughout North America, Europe, and the Middle East. We create some of the most influential exhibitions in the world - think international medical symposiums, industry leading exhibitions for technology,...

  • Director of Social Services and Programs

    7 months ago

    Montréal, Canada Auberge Transition Full time

    **Job description** - **Auberge Transition**_ is a feminist organization whose primary mandate is to offer shelter, information, counselling and follow-up services to women who are currently experiencing or have experienced any form of intimate partner violence. Auberge Transition serves women with or without children, of all cultures and...

  • Director of The Service Department

    7 months ago

    Montréal, Canada Desjardins Ste-Adele Marine Inc. Full time

    **Full job description**: Serving the Sainte-Adèle region, Desjardins Marine is a leading company that offers new and used vehicles in the nautical and motorized sector, as well as several other accessories. Desjardins Marine has a workforce of around thirty employees and offers a dynamic and professional work environment. **Description**: Under the...

  • Senior Legal Counsel and Director, Legal

    1 month ago

    Montréal, Canada ZSA Legal Recruitment Full time

    Location: Toronto or Ottawa Experience: 5+ years Our public-sector client is looking to add two new lawyers to its team: a Senior Legal Counsel and a Director, Legal. The ideal candidates will have at least 5 and 10 years' experience respectively in financial services, banking, policy, insolvency, and/or general corporate. For the Director role,...

  • Senior Legal Counsel and Director, Legal

    2 months ago

    Montréal, Canada ZSA Legal Recruitment Full time

    Location: Toronto or Ottawa Experience: 5+ years Our public-sector client is looking to add two new lawyers to its team: a Senior Legal Counsel and a Director, Legal. The ideal candidates will have at least 5 and 10 years' experience respectively in financial services, banking, policy, insolvency, and/or general corporate. For the Director role,...

  • Directeur Expérience Client

    4 months ago

    Montréal, QC, Canada AJ Walter Aviation Full time

    **English will follow** AJW Group est un leader mondial indépendant spécialisé dans la chaine d'approvisionnement, l'échange, la réparation et la location de composants d'avions. Riche de plus de 90 ans d'expérience dans le domaine de l'aviation, AJW soutient plus de 1000 compagnies aériennes dans 100 pays. L'une des principales divisions du groupe...

  • O&m Services Director

    7 months ago

    Montréal, Canada ENERCON Full time

    **O&M Services Director**: - Location: Montreal, Quebec, CA, H3B 5M2- Onsite/Hybrid/Remote: Hybrid (< 50% remote)- ENERCON, a globally renowned company established in Germany over 35 years ago, positions itself as a leader in the wind turbine design and manufacturing industry. Our reputation is built on an unwavering commitment to excellence, the adoption...

  • Director of Professional Service

    4 months ago

    Montréal, QC, Canada Amilia Full time

    **Who we are**: Amilia is more than just a tech company - we’re a close-knit community made up of caring, entrepreneurial-minded individuals. Our multi-disciplinary team members will challenge and support you on every project. We care about our work, our colleagues, and our clients! **What we do**:We provide an eCommerce platform for activities and...

  • Customer Service Director Group Retirement Plans

    7 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Director of Customer Service in the group retirement plans team at National Bank Trust means acting as a guide and expert for corporate clients and their employees. Through your excellence in customer service, your experience in group retirement plans and your knowledge of asset management, you have a positive impact on the financial lives of...

  • Store Director

    4 months ago

    Montréal, QC, Canada Maison Birks Full time

    **BIRKS. PURE DELIGHT.** Established since 1879, **Birks** is a luxury jewellery store whose reputation is built on quality, exclusivity, unique design and excellence in service. We pride ourselves in offering meaningful experiences and in building intimate relationships with each and every one of our clients.As a **Store Director **for our **Birks store...

  • Directeur(Trice), Soutien Client

    6 months ago

    Montréal, Canada LGI Healthcare Solutions Santé Inc. Full time

    **Description de l'entreprise** Forte de 40 ans d’expertise, LGI Solutions Santé développe des logiciels technologiques pour le réseau de la santé. Nous nous spécialisons dans l’offre de solutions de gestion clinique, financière et matérielle, de performance et d’analyse, ainsi que de gestion de la main-d’œuvre, incluant la gestion de la...

  • Client Success Manager

    7 months ago

    Montréal, Canada ClearEstate Full time

    Are you looking for an opportunity to join an innovative and fast-growing tech start-up? Look no further! We are currently looking for ambitious individuals who want to make an impact and help shape the future of this industry-disrupting organization. Come join our team and take part in our mission to make estate settlement easy and accessible for families...

  • Client Success Manager

    7 months ago

    Montréal, Canada ClearEstate Full time

    Are you looking for an opportunity to join an innovative and fast-growing tech start-up? Look no further! We are currently looking for ambitious individuals who want to make an impact and help shape the future of this industry-disrupting organization. Come join our team and take part in our mission to make estate settlement easy and accessible for families...

  • Client Service Manager

    7 months ago

    Montréal, Canada ADP Full time

    **ADP is hiring a Client Service Manager** - Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress? Well, this may be the role for you. Ready to make your mark? As a** Client Service Manager**, you’ll help our clients leverage ADP's exceptional business solutions so they can focus on what matters...