Company:
Mercer
Description:
We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Client Servicing Associate will assist Client Servicing Senior Professionals in the administrative and client support activities for institutional clients. This role will deliver superior and meticulous client service and will work closely with the Client Servicing Senior Professionals to manage client accounts and problem-solve.
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
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 multitask and prioritize; experience managing expectations and delivery of services
Experience with portfolio accounting and management systems
Solid knowledge of MS Office particularly Excel and PowerPoint as well as proficiency with web-based applications
What makes you stand out:
Successful completion of the CFA Investment Foundations or Canadian Securities Course is desirable
Bilingual in English and French
Registration (Ontario and Quebec Securities Commissions) as an advising representative
Pension background (i.e. an understanding of pension liabilities)
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.
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.
Required Experience:
IC
Company:MercerDescription:We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.The Client Servicing Associate will assist Client Servici...
Company:
Mercer
Description:
We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Client Servicing Associate will assist Client Servicing Senior Professionals in the administrative and client support activities for institutional clients. This role will deliver superior and meticulous client service and will work closely with the Client Servicing Senior Professionals to manage client accounts and problem-solve.
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
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 multitask and prioritize; experience managing expectations and delivery of services
Experience with portfolio accounting and management systems
Solid knowledge of MS Office particularly Excel and PowerPoint as well as proficiency with web-based applications
What makes you stand out:
Successful completion of the CFA Investment Foundations or Canadian Securities Course is desirable
Bilingual in English and French
Registration (Ontario and Quebec Securities Commissions) as an advising representative
Pension background (i.e. an understanding of pension liabilities)
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.
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.
Required Experience:
IC
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