Client Operations Specialist - Investments

Company:

Mercer

Description:

What can you expect:

An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – Investment Solutions.  As part of our Investment Solutions International Client Operations Team, the successful candidate will play a key role in coordinating and executing Client Events. 

The Client Operations (Events) Team has the following responsibilities:

• Client Events, which encompasses the co-ordination and execution of client events from an operational perspective, including the on-boarding of new client monies onto the Mercer platform and the restructure of existing client portfolios.
• End-to-end Share Class Process, from identifying sub-fund share class requirements & supplement up-dates, to share class setups and through to the seeding of new share classes.
• Client pipeline reporting, up-dating and maintaining a pipeline of client wins and losses and reporting of this to Senior Leadership Team.

This role will be multi-faceted and fluid, requiring an individual that has a diverse background across Funds & Asset Management. The core experience and skills will be a mix of fund operations, middle office services, business development, relationship & stakeholder management and leadership skills.

We will rely on you to:

• Assist with the coordination of client events, which includes scoping out the nature of the event (e.g. cash / in-specie transitions, client restructures etc.), identifying the key tasks & requirements to ensure the client event gets executed in a timely and efficient manner. 
• Provide support to the team for technical queries, BAU deadlines and complex projects.
• Work in partnership with our internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency and professionalism at all times.
• Take ownership of team processes whilst always being conscious of the risk of error and ensuring that we have appropriate controls and checks in place to achieve consistently excellent results.
• Consistently prioritize work.  Identify issues but also offer and put forward ideas and solutions.  Ensure all issues are communicated and escalated appropriately to the Client Operations Manager.
• Attend daily team conference calls along with other weekly/ad-hoc calls to allow for effective communication and escalation of matters when required.
• Identify areas for training and development and be pro-active in finding ways to achieve development plans.
• Develop and implement appropriate risk controls and procedures and ensure all parties are adhering to the agreed controls and standards in all client operational tasks.
• Train and develop junior colleagues.

What you need to have: 

• A relevant professional qualification with sufficient experience in Fund Accounting or similar roles.
• Excellent organisational skills.
• Meticulous attention to detail.
• Ability to communicate complex issues in a simple and coherent manner.
• Technical knowledge of fund structures, parties to a fund and the differing fund types.
• Strong IT skills (PowerPoint, Excel, Word).

What makes you stand out:

• Experience in Asset Management is highly desirable.
• Self-starter with energy, proactivity and desire to see things done efficiently.
• Prior experience in client transitions / client on-boarding preferable but not essential.
• Accuracy & attention to detail key requirements.
• Solutions driven – ability to see the bigger picture and be proactive in identifying areas for service enhancement.
• Strong proficiency in using Excel with experience using daily in previous roles.

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 collaborate 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. 

#MercerIS

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, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at reasonableaccommodations@mmc.com to discuss any specific needs.

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.