Client Service Director - Delegated Solutions

Senior Client Service Professional

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.

We will count on you to:

• 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

What you need to have:

• 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.