Client Service Director - Delegated Solutions
Marsh McLennan
- Montreal, QC
- Permanent
- Full-time
- Communication of all asset management, and reporting services to Mercer Global Investment Canada Limited’s (MGI) clients. This includes: (1) Contributing to the writing of the commentary within quarterly reports; (2) occasionally drafting announcements of changes to funds; (3) Responding to ongoing client requests;
- Relationship management that supports lasting relationships with clients;
- Work with the reporting team to peer review, finalize and deliver monthly/quarterly performance reports to clients;
- Coordinating and/or attendance at client meetings (across Canada) including making presentations to investment committees;
- Participating in MGI's investment team meetings and, upon request, meetings with sub-advisors to understand capital markets performance, performance of MGI's funds including the underlying investment managers in order to explain performance to clients;
- Contribute to the preparation of client investment guidelines (i.e. Statements of Investment Policies and Procedures) and strategy, working closely with clients and MGI's portfolio management team;
- Support the operations team to complete audit requests;
- Work with consulting team to help implement client portfolio asset mix/fund changes, ensuring adherence to all suitability requirements and guidelines;
- Actively participate in the new clients onboarding process
- Working within the parameters of the operations team, liaise with new clients on their transitions to MGI, including the coordination of asset management and trust/custody relationship to MGI's platform;
- Support the legal team in updating client legal documentation by drafting ISA amendments and other docs;
- Responsible for coordinating completion and receipt of required legal and compliance documents.
- Facilitate clients' subscription to private market funds
- Supporting delivery of advisory services to clients:
- Coordinate and facilitate any asset allocation reviews, de-risking, and interest rate risk management analyses, working closely with the Mercer affiliates whom MGI might employ for assistance with asset liability modeling;
- Work closely with Mercer colleagues, in other businesses, on bundled client relationships where we may be providing asset management and actuarial and/or administration services;
- Work on special projects as required
- A Bachelor degree combined with a MBA and/or the CFA or CIM designations are strongly preferred
- Registration (Ontario Securities Commission and Autorité des marchées financiers) as an advising representative is required
- Excellent written and verbal communication skills. Ability to simplify complex concepts and present them to a group
- Excellent technical skills, especially with the MS Office suite of products. Advanced Excel skills is a must. Experience with MS-Access would be an asset.
- Advanced understanding of portfolio performance and attribution is strongly preferred.
- Minimum five (5) years of experience in the investment field either with an investment manager or with a consulting firm in a client facing capacity
- Pension background is desirable (i.e. an understanding of pension liabilities.)
- French fluency is considered a strong asset.