Client Operations Manager (Defined Contribution & Savings Plan)
Client Operations Manager (Defined Contribution & Savings Plan)
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Job Description
Company:
MercerDescription:
We are seeking a talented individual to join our Wealth team at Mercer. This role can be based in Montreal or Toronto and offers a hybrid work arrangement requiring a minimum of three days per week in the office.
As a Client Operations Manager (Defined Contribution & Savings Plan) you will be supporting our investment consultants in overseeing the transition of our clients into our Mercer Delegated DC solutions. The role involves managing multiple implementations and transitions within the Mercer Delegated DC solutions team along with contributing to various special projects. Additionally you will coordinate daily activities to ensure strong governance for our clients and facilitate operational reporting. Reporting to the Head of Client Implementation this role offers a chance to make a meaningful impact in a collaborative client-focused environment.
If you are a self-motivated individual with a keen eye for detail and a passion for governance and operational tasks we would love to hear from you. This is an exciting opportunity to join a dynamic team and contribute to the success of our organization!
We will count on you to:
- Supervise DC Operations staff in Toronto and Montreal overseeing activities assigning and evaluating work inspiring collaboration and providing coaching for development and retention
- Lead and coordinate client transitions to the new record keeper acting as the primary contact for clients Mercer and the record keeper
- Manage and review implementation timelines documentation and employee communications ensuring accuracy and timeliness
- Partner with consultants and record keeper contacts to set expectations and facilitate smooth onboarding and ongoing administration
- Interact regularly with the record keepers implementation manager and account executive to address issues and review progress
- Identify and resolve non-standard operational issues during transition and ongoing servicing
- Maintain detailed client documentation notes and contracts and track issues and concerns for continuous improvement
- Prepare initial employee communications and review employee messages issued by the record keeper
- Ensure project tasks are completed on time guiding team members to support successful implementations
- Prepare review and send governance documents ensuring accuracy compliance and timely delivery through collaboration with internal stakeholders
- Lead the team in preparing and reviewing quarterly invoices client disclosures account renewals and financials while also enhancing sales documentation and processes for accuracy and alignment with company messaging
What you need to have:
- Bachelors degree preferably in business finance actuarial studies or related discipline
- Strong project management skills including accuracy accountability and focus on results
- Comprehensive knowledge of DC administration and transition business
- Knowledge of the investment and pension environment
- Knowledge of pension legislation
- 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.
What makes you stand out
- Relevant experience in client transition client management investment consulting financial services or pension environment working in an analyst capacity
- Strong communication and translation skills (both written and oral) in English and French
- LLQP license
- PMP certification
Why join our team:
- We help you be your best through professional development opportunities interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues clients and communities.
- Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your well-being.
Required Experience:
Manager
Employment Type
Full-Time
