Customer Service Representative ofertas em Canadá

Description :

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.

• Communicate all asset management and reporting services to Mercer Global Investment Canada Limiteds (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 attend client meetings across Canada including presentations to investment committees.
• Participate in MGIs 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 MGIs 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.

• 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).

• Experience with open & closed‑ended alternative investments strongly preferred.
• French fluency is considered a strong asset.

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.

Employment Type : Full‑Time

Experience : years

Vacancy : 1

The applicable base salary range for this role is $125400 to $208000.