Client Service Director - Delegated Solutions

Marsh & McLennan Companies; Vancouver; Hybrid; CAD 174,000 - 290,000; Full time

Job summary

A leading consulting firm is seeking a Senior Client Service Professional to join their Delegated Solutions team in Vancouver. This hybrid role will involve managing client relationships, communicating asset management services, and preparing performance reports. The ideal candidate will have a Bachelor's degree, an MBA or CFA/CIM designation, and excellent communication skills. The position offers a competitive salary and benefits.

Benefits

Health and welfare benefits

Tuition assistance

Employee assistance programs

Qualifications

• Minimum five (5) years of client-facing experience in investment management.
• Registration as an advising representative with appropriate regulatory bodies required.
• Advanced understanding of portfolio performance and attribution strongly preferred.

Responsibilities

• Communicate asset management services to clients.
• Manage relationships to support lasting client partnerships.
• Coordinate client meetings and prepare performance reports.

Skills

Excellent communication skills

Advanced Excel skills

Client relationship management

Ability to simplify complex concepts

Pension background

Education

Bachelor's degree

MBA or CFA/CIM designations

Tools

MS-Access

Job description

Overview

We are seeking a talented individual to join our Delegated Solutions team at Mercer. This role will be based in Toronto, Calgary or Vancouver. This is a hybrid role that has a requirement of working at least three days a week in the office.

Mercer has an opportunity for a Senior Client Service Professional in our Delegated Solutions group. 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.

Responsibilities

• Communicate all asset management and reporting services to Mercer Global Investment Canada Limited’s (MGI) clients, including contributing to quarterly report commentary, drafting fund change announcements, and responding to client requests
• Manage relationships to support lasting client partnerships
• Work with the reporting team to peer review, finalize, and deliver monthly/quarterly performance reports to clients
• Coordinate and/or attend client meetings across Canada, including presentations to investment committees
• Participate in MGI's investment team meetings and meetings with sub-advisors to understand capital markets and fund performance to explain to clients
• Contribute to preparation of client investment guidelines and strategy, working closely with clients and MGI's portfolio management team
• Support operations team with audit requests and assist consulting team with client portfolio asset mix/fund changes ensuring suitability requirements
• Actively participate in new client onboarding and liaise with new clients on transitions to MGI platform
• Support legal team in updating client legal documentation and coordinate completion of legal and compliance documents
• Facilitate clients' subscription to private market funds
• Support delivery of advisory services including asset allocation reviews, de-risking, and interest rate risk management analyses
• Collaborate with Mercer colleagues on bundled client relationships involving asset management and actuarial/administration services
• Work on special projects as required

Qualifications

• Bachelor degree combined with MBA and/or CFA or CIM designations strongly preferred
• Registration as an advising representative with Ontario Securities Commission, Alberta Securities Commission or BC Financial Services Authority required
• Excellent written and verbal communication skills with ability to simplify complex concepts for groups
• Excellent technical skills, especially advanced Excel; experience with MS-Access is an asset
• Advanced understanding of portfolio performance and attribution strongly preferred
• Minimum five (5) years of client-facing experience in the investment field with an investment manager or consulting firm
• Pension background desirable (understanding of pension liabilities)

What makes you stand out

• French fluency is considered a strong asset

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 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. The applicable base salary range for this role is $125,400 to $208,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.