Client Service Delegated Solutions
Share
Job Location:
Monthly Salary:
Posted on:
09-11-2025
Vacancies:
1 Vacancy
Job Summary
Company:
MercerDescription:
We are seeking a talented individual to join our Delegated Solutions team at Mercer. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.
Delegated Solutions involves asset owners outsourcing investment management of institutional assets to Mercer. Mercer hires underlying investment managers within each of our funds across asset classes and provides overall investment oversight and consulting services. This portion of our business is growing rapidly with over 100% growth over the past five (5) calendar years measured in assets under management.
This rapid growth has created a need for a motivated and well organized individual to join our dedicated Client Service team. You will have the opportunity to contribute to the delivery of industry leading levels of client service at the time of new client onboarding and throughout the relationship.
We will count on you to:
Play an important role in ensuring required client mandate and account documentation is completed in an accurate and timely manner thereby improving client and internal partner satisfaction.
Help ensure new clients come on board smoothly
Support delivery of investment advisory services to clients
Work collaboratively with Mercer colleagues in other geographies on bundled client relationships where we may be providing asset management actuarial and/or administration services
Liaise with other Client Service team members and clients to ensure required documentation and information is exchanged and received in timely and efficient manner
Work closely with our Legal and Compliance teams toward completing required on boarding steps
Manage client relationships in a way that strengthens long-term ties with clients
Work and communicate key messages to clients
Participating in MGIs investment Operations and Central resource team meetings
Work on special projects as required
What you need to have:
A Community college or Bachelor degree
Excellent written and verbal communication skills.
Minimum three (3) to five (5) years of experience in the investment field with a focus on client onboarding client support related to investing in private market vehicles operations
Understanding of paralegal work a plus
What makes you stand out:
Strong ability to deliver work requiring attention to detail
Superior interpersonal skills
Ability to manage multiple projects in parallel
Bilingual in English and French is desirable
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 impact for 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.
#WealthNorthAmerica
Mercer a business of Marsh McLennan (NYSE: MMC) is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.Marsh McLennan 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 accordance with the Accessibility for Ontarians with Disabilities Act 2005 Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact 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.
Key Skills
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
