Client Service Director

3 weeks ago

Montréal, Canada Marsh McLennan Companies Full time

Description:

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: Contributing to the writing of the commentary within quarterly reports; occasionally drafting announcements of changes to funds; 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 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.

  • Client Representative, Customer Solutions Bell

    6 days ago

    Montréal, Canada CUSTOMER EXPERIENCEEXPRIÉNCE CLIENT Full time

    Req Id: 407787 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. If you’re ready to bring game-changing ideas to life and join a community that values professional growth and employee wellness, we want you on...

  • Responsable Service Clients

    4 weeks ago

    Montréal, Canada SERVICE DE TRANSFORMATION BÉCANCOUR Full time

    Responsable service client domaine métalurgique Tâches demandées: - Recevoir les commandes externes des clients; - Valider les informations pertinentes sur les commandes externes; - Création d’une commande interne et envoi à nos différentes usines/entrepôts; - Céduler les camions en relation avec les commandes; - Entrer les marchandises reçus de...

  • Director of The Service Department

    4 weeks 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...

  • Director of Planning and Development Services

    3 weeks ago

    Montréal, QC, Canada Caprion Biosciences Inc. Full time

    Director, Assay Development CellCarta, a Contract Research Organization, is hiring a Director of Assay Development to join our dynamic team. As the Director of Assay Development, you will have the opportunity to use your expertise and skills to ensure that our services meet the highest industry standards. The Director of Assay Development is responsible...

  • Director, Network

    5 days ago

    Montréal, Canada Bell Full time

    Req Id: 418022 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we’re revolutionizing how Canadians communicate. If you’re ready to bring game-changing ideas to life and join a community that values bold ideas, professional growth and employee wellness, we want you on the...

  • Représentante Auprès de La Clientèle, Solutions

    6 days ago

    Montréal, Canada CUSTOMER EXPERIENCEEXPRIÉNCE CLIENT Full time

    Code de demande: 407787 Bell ne se contente pas de construire des réseaux de calibre mondial, d’élaborer des services novateurs et de créer du contenu pour des médias multiplateformes : on transforme la façon dont les Canadiens communiquent entre eux et avec le reste du monde. Si vous êtes prêt à donner corps à des idées innovatrices et à vous...

  • Client Services and Community Relations Coordinator

    6 days ago

    Montréal, Canada Dress for Success Montreal Full time

    Dress for Success® Montreal is seeking a full-time Client Services and Community Relations Coordinator. This person is passionate about helping women succeed at work and in life. This role focuses on anticipating and meeting client needs, managing the boutique and inventory, engaging our volunteer group, and fostering community relations. **Essential...

  • Director of Integrated Healthcare

    2 days ago

    Montréal, Canada Pinecrest Queensway Community Health Centre Full time

    1365 Richmond Rd, Ottawa, ON K2B 6R7, Canada Req Tuesday, May 7, 2024 Position Title: Director, Integrated Healthcare Employment Type: Regular Full Time Pay Scale: $ 52.820 to $62.141 per hour Job Summary:The Director, Integrated Healthcare, in partnership with the senior leadership team, leads and oversees the Primary Health Care team, Mental Health and...

  • Director of Integrated Healthcare

    2 days ago

    Montréal, Canada Pinecrest Queensway Community Health Centre Full time

    1365 Richmond Rd, Ottawa, ON K2B 6R7, Canada Req Tuesday, May 7, 2024 Position Title: Director, Integrated Healthcare Employment Type: Regular Full Time Pay Scale: $ 52.820 to $62.141 per hour Job Summary: The Director, Integrated Healthcare, in partnership with the senior leadership team, leads and oversees the Primary Health Care team, Mental...

  • Director of Accounting

    2 days ago

    Montréal, Canada Maria Gagliano, CPA Inc. Full time

    At Maria Gagliano, CPA Inc., our mission is to provide unparalleled accounting expertise and tailored solutions, while providing unwavering support to our clients. We are committed to fostering trust, driving growth, and maximizing value for businesses and individuals alike, ensuring prosperity and peace of mind for our clients. We are currently recruiting...

  • Director, Implementation

    2 days ago

    Montréal, Canada ADP Full time

    **ADP is hiring a DIRECTOR, IMPLEMENTATION (bilingual) for its Montreal Office.** **ABOUT ADP** We are a global HR service leader serving over 1,000,000 clients in 140 countries and providing a home to more than 63,000 associates worldwide. ADP has the experience and scale to customize human resources solutions for businesses of all sizes - from small...

  • Director, Legal Services

    3 weeks ago

    Montréal, QC, Canada Aylo Careers Full time

    Established in 2004, we are a tech pioneer offering world-class adult entertainment and games on some of the internet’s safest and most popular platforms. With the support of an international team of dynamic and collaborative innovators, we are on a mission to enable safe user experiences and empower our communities by celebrating diversity, inclusion,...

  • Regional Director

    7 days ago

    Montréal, Canada The CFO Centre Full time

    We are looking for an **ambitious Regional Director** who will build and lead the existing team of CFOs and book of business in **Montreal. **This is a remote based role, but you must be within the region. The CFO Centre is the leading provider of Part-Time Chief Financial Officers within Canada and globally. We cater to businesses that do not require a...

  • Director of Assay Development

    6 days ago

    Montréal, Canada CellCarta Full time

    **Director, Assay Development** **Summary** The Director of Assay Development is responsible for the development of flow cytometry assays that meet the intended purpose in the scope of the clinical trial(s). They manage and mentor a team of scientists and research assistants for the development of custom assays, standard panel set-up, assay...

  • Client Service Advisor

    7 days ago

    Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service...

  • Responsable Service Clients

    4 weeks ago

    Montréal, Canada Corporation Adfast Full time

    Travailler chez Adfast, c'est faire partie d'une aventure humaine et technologique qui a débuté il y a plus de 40 ans. Nous sommes un fabricant de adhésifs, scellants et mousses isolantes éco-responsables pour la construction de bâtiments durables. Adfast est certifiée vitrine de l'Industrie 4.0 par le ministère de l’Économie et de l'Innovation,...

  • Integrated Health Care

    1 week ago

    Montréal, Canada Pinecrest Queensway Community Health Centre Full time

    Integrated Health Care - Director of Integrated Healthcare 1365 Richmond Rd, Ottawa, ON K2B 6R7, Canada Req Tuesday, May 7, 2024 Position Title: Director, Integrated Healthcare Employment Type: Regular Full Time Pay Scale: $ 52.820 to $62.141 per hour Job Summary:The Director, Integrated Healthcare, in partnership with the senior leadership team, leads...

  • Integrated Health Care

    4 days ago

    Montréal, Canada Pinecrest-Queensway Community Health Centre Full time

    Integrated Health Care - Director of Integrated Healthcare 1365 Richmond Rd, Ottawa, ON K2B 6R7, Canada Req Tuesday, May 7, 2024 Position Title: Director, Integrated Healthcare Employment Type: Regular Full Time Pay Scale: $ 52.820 to $62.141 per hour Job Summary:The Director, Integrated Healthcare, in partnership with the senior leadership team, leads...

  • Integrated Health Care

    6 days ago

    Montréal, Canada Pinecrest Queensway Community Health Centre Full time

    Integrated Health Care - Director of Integrated Healthcare 1365 Richmond Rd, Ottawa, ON K2B 6R7, Canada Req Tuesday, May 7, 2024 Position Title: Director, Integrated Healthcare Employment Type: Regular Full Time Pay Scale: $ 52.820 to $62.141 per hour Job Summary: The Director, Integrated Healthcare, in partnership with the senior leadership team,...

  • Deputy Director

    6 days ago

    Montréal, Canada Jump! Recruteurs Full time

    Technical services Water treatment center of excellence Do you want to contribute to the rapid growth of a Quebec business? Do you have an intrapreneur profile and are effective in motivating a team to achieve their objectives? Benefits Salary between $120,000 and $155,000 + bonus and benefits. Eligible for insurance and group RRSP; Eligible for 80...