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Investment Consultant
2 months ago
About the Role:
We are seeking a highly skilled Client Operations Manager to join our team at Mercer, a leading global consulting firm. As a Client Operations Manager, you will play a critical role in supporting our investment consultants in overseeing the transition of our clients into our Mercer Delegated DC solutions.
Key Responsibilities:
- Coordinate the activities required to transition clients to the new Record keeper
- Act as primary contact for the client, Mercer, and the record keeper during the client transition from the incumbent record keeper to the delegated Record keeper
- Maintain excellent client-related documentation and notes summarizing client issues
- Look for opportunities to improve on existing processes related to transition and implementation
- Partner with consultant and assigned Record keeper contact to properly set client expectations for the implementation and on-going administration
- Interact with Record keeper's implementation manager during the transition and implementation process and with the account executive on an ongoing basis
- Manage any non-standard operational issues as they arise
- Meet with the Record keeper on a monthly basis to review any issues and concerns raised during past implementations and ongoing servicing of the clients
- Prepare any applicable initial employee communication as part of the implementation or transition process
- Review the timeline of the implementation process prepared by the Record keeper
- Review any employee communication issued by the Record keeper
- Maintain accountability for accurate and timely completion of all project tasks and provide guidance to team members to ensure the overall success of the project
- Review the contracts issued by the Record keeper
- Demonstrate ease and effectiveness when dealing with clients, prospects, record keepers, and colleagues at all levels;
What You'll Need:
- Bachelor's degree, preferably in business, finance, actuarial studies, or related discipline;
- Strong project management skills, including accuracy, accountability, and focus on results;
- PMP certification is preferred;
- Relevant experience in client transition, client management, investment consulting, financial services, or pension environment working in an analyst capacity is preferred;
- Comprehensive knowledge of DC administration and transition business;
- Knowledge of the investment and pension environment;
- Knowledge of pension legislation;
What Makes You Stand Out:
- Strong communication and translation skills (both written and oral, in English and French would be an asset);
- Strong client relationship and leadership skills;
- Strong organizational and time management skills;
- Ability to multi-task, work in high volume, work under tight deadlines, and demonstrate problem-solving skills;
- Overall good technical skills, including proficiency in Microsoft Office;
About Mercer:
Mercer is a global consulting firm that helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Mercer, Oliver Wyman, and Guy Carpenter. With over 45,000 colleagues advising clients in over 130 countries, Mercer serves commercial and individual clients with data-driven risk solutions and advisory services. For more information, visit https://www.mercer.com/ and follow us on LinkedIn and Twitter.
About Our Culture:
Mercer 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.
About Our Benefits:
Mercer offers a competitive pay package, including salary and bonus potential, as well as a full benefits package, including medical, dental, vision, STI/LTI, life insurance, and a generous retirement match and contribution to our defined contribution plan. We also offer generous parental leave and tuition reimbursement plans.
