Client Service - Delegated Solutions

National African-American Insurance Association (NAAIA); Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A global consulting firm in Toronto is seeking a talented individual to join their Delegated Solutions team. The role focuses on client onboarding and investment advisory support, requiring strong communication skills and attention to detail. Candidates should have 3-5 years in the investment field and a relevant degree. This hybrid position offers professional development opportunities in an inclusive work culture.

Benefits

Professional development opportunities

Inclusive work culture

Flexible work environment

Qualifications

• Minimum three (3) to five (5) years of experience in the investment field with a focus on client onboarding and support.
• Understanding of paralegal work a plus.

Responsibilities

• Ensure client mandate and account documentation is completed accurately.
• Support delivery of investment advisory services to clients.
• Manage client relationships to strengthen long-term ties.

Skills

Excellent written and verbal communication skills

Attention to detail

Superior interpersonal skills

Ability to manage multiple projects

Bilingual in English and French

Education

Community college or Bachelor's degree

Job description

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 onboarding steps
• Manage client relationships in a way that strengthens long-term ties with clients
• Work and communicate key messages to clients
• Participating in MGI's 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 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, 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 law. In 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 individual's particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact [e-mail].
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.