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Client Service Associate, Dealer Services

7 months ago

Toronto, Canada Mercer Full time

At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here.

**Client Service Associate, Dealer Services**

**What can you expect?**
- The Client Servicing Associate will assist Client Servicing Senior Professionals in the administrative and client support activities for institutional clients
- You will be responsible for the delivery of superior and meticulous client service and will work closely with the Client Servicing Senior Professionals to manage client accounts and problem-solve
- You will be part of a company committed to enhancing the health, wealth, and careers of the clients we serve and their employees — and will work for a company equally invested in the development of our own people
- You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace
- You will be doing meaningful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance

**What is in it for you?**
- A company with a strong brand and strong results to match, and are committed to making a difference in the lives of people
- A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields
- Competitive pay (salary and bonus potential), full benefits package - effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, RSP (Retirement Savings Plan) or TFSA (Tax Free Savings Account))
- Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture
- Employee Resource Groups which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

**We will count on you to**:

- Maintain expert knowledge on the specific characteristics and features of the various portfolios for which the Client Servicing Senior Professional is responsible, with a view to responding promptly and effectively to any client requests for quantitative and qualitative information (returns/products/strategies/transactions/administration), including LDI and alternative products strategies
- Participate in the onboarding process of new accounts by coordinating the implementation with relevant teams (operations, compliance, legal, portfolio managers, performance)
- Investigate and resolve issues, complaints, and requests from clients, custodians and/or consultants
- Facilitate modifications in investment policies (update asset mix letters, advise and follow-up with the Investment, implementation and operations teams)
- Support cash management activities (cash inflows/outflows) with appropriate internal departments
- Record and update client contacts and other related information in appropriate CRM system
- Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner once approval has been obtained by Client Servicing Senior Professional
- Ensure that all documents presented to clients (quarterly meetings or ad hoc requests) reflect information that is both complete and of the highest quality, and are produced within the required timelines
- Build presentations and prepare documents for quarterly client meetings as required
- Collaborate with other members of Client Servicing Team on common projects (special events, process enhancements, etc.) and provide back-up to other Client Service Associates when necessary
- Collaborate with legal team and provide assistance in drafting legal documents for client execution (ISA amendments, updated signing authority documents, etc.
- Work with Operations team and help coordinate annual client information projects (annual KYC update, W8-BEN-E renewal, HST information gathering, etc.)
- Additional ad-hoc projects and requests as required

**What you need to have**:

- University degree
- 5+ years’ experience in a related investment management/financial services role with knowledge of trade lifecycle, securities, and associated attributes
- Successful completion of the CFA Investment Foundations or Canadian Securities Course is desirable
- High level of attention to detail and accuracy
- Excellent analytical, organizational, and problem-solving skills
- Strong interpersonal skills and thrives in a team environment, coupled with excellent verbal and written communication
- Sound operational and compliance judgment
- Excellent awareness of risk environment
- Able to multit