Marsh & McLennan Senior Client Implementation Specialist in Toronto, Ontario
Mercer Global Investments Canada Limited (Delegated Solutions) is a global multi-manager business that specializes in developing and managing multi-manager product solutions for clients across a range of asset classes and risk profiles. Delegated Solutions currently has an opening available in their Toronto office for a Client Implementation Specialist.
The Client Implementation Specialist will work with the Manager Client Implementation on the transition and onboarding activities related to client assets of defined benefit plans, defined contribution plans, endowment and foundations and non-profit organizations. The successful candidate will be proficient in the securities industry practices and have experience working with custodians, investment managers, transition managers, insurance companies and transfer agents. The successful candidate will work with the investment team on the onboarding process.
Reporting to the Manager, Client Implementation for Canada, responsibilities will focus on client onboarding and implementation.
The role will include but is not limited to:
On-going maintenance and documentation of the onboarding process to allow for efficiency, risk review and continuous improvement. This requires proficiency in:
Transition management Securities settlement Fund settlement Alternative investment transactions including capital calls and hedge funds. Transition and implementation related to new client on-boarding Implementation of new products including:
Planning and approval Documentation of trust agreements and offering materials Set up of transfer agent, custody and trustee Execution of fund launch Implementation of third party managers including:
Documentation Set up with client custodian and manager Execution of initial trading Implementation of Sub-advisor changes including
Documentation Coordination of set up with custodian and sub-advisor Transition Maintenance of client information and delivery of services including:
Plan mergers and dismantling of Master Trusts Plan name changes Client billing Client documentation Qualifications Undergraduate degree in relevant finance, economics or related discipline 5+ years Portfolio Manager experience with focus on institutional client account maintenance, defined contribution platforms and trade order management experience (securities and funds) Mutual/Pooled Fund experience would be an asset Outstanding technical, analytical and problem solving skills; Microsoft Office competence with a strong emphasis in Excel including Macro proficiency Strong organizational skills Ability to manage multiple priorities and work with minimal supervision Excellent interpersonal and project management skills with a strong attention to detail Strong verbal and written communication skills a must Strong Assets:
Previous cash management experience Trade processing experience Charles River Investment Solutions experience Quality assurance / User acceptance testing experience Intermediate to advanced Microsoft excel skills What makes you just right for job?
You enjoy working with small dedicated teams
You see the big picture and are hands on with day to day functions
You manage your time effectively and independently
You are adaptable to changing client needs
You are patient during times of transition and see the long term gains of change
You are flexible regarding working hours in order to meet service levels when required
You are dedicated to a high level of accuracy for yourself and expect the same from your team
You strive to improve processes and find more efficient ways to serve clients
In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Mercer 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 a medical need, feel free to contact Cynthia Gallegos at +1 416-349-4854 or via email: Cynthia.Gallegos@mmc.com
Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Mercer’s more than 22,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With more than 60,000 colleagues and annual revenue over $13 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. Marsh & McLennan Companies is also the parent company of Marsh,which advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions; Guy Carpenter, which develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities; and Oliver Wyman, which serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit www.mercer.com. Follow Mercer on Twitter @Mercer.
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity. R_010578-en