Client Servicing Associate

Client Servicing Associate

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We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office.

Responsibilities

• Maintain expert knowledge on the various portfolios for which the Client Servicing Senior Professional is responsible, enabling prompt and effective responses to client requests.
• Participate in the onboarding of new accounts by coordinating with operations, compliance, legal, portfolio managers, and performance teams.
• Investigate and resolve issues, complaints, and requests from clients, custodians, or consultants.
• Facilitate modifications in investment policies and coordinate with Investment, implementation, and operations teams.
• Support cash management activities with appropriate internal departments.
• Record and update client contacts and other related information in the CRM system.
• Review and adjust client quarterly reports to ensure timely delivery after approval.
• Ensure all documents presented to clients meet quality and timeline requirements.
• Build presentations and prepare documents for quarterly client meetings.
• Collaborate with the Client Servicing Team on common projects and provide backup when necessary.
• Collaborate with the legal team to assist in drafting legal documents for client execution.
• Work with Operations to coordinate annual client information projects.
• Additional ad‑hoc projects and requests as required.

Qualifications

• University degree.
• 5+ years’ experience in investment management or financial services with knowledge of trade lifecycle, securities, and attributes.
• High attention to detail and accuracy.
• Excellent analytical, organizational, and problem‑solving skills.
• Strong interpersonal skills and teamwork orientation, with excellent verbal and written communication.
• Sound operational and compliance judgment.
• Excellent awareness of risk environment.
• Ability to multitask and prioritize, managing expectations and service delivery.
• Experience with portfolio accounting and management systems.
• Solid MS Office knowledge, especially Excel and PowerPoint, and proficiency with web‑based applications.

What Makes You Stand Out

• Successful completion of CFA Investment Foundations or Canadian Securities Course (desirable).
• Bilingual in English and French.
• Registration (Ontario and Quebec Securities Commissions) as an advising representative.
• Background in pensions (understanding of pension liabilities).

Why Join Our Team

• Professional development opportunities and supportive leaders.
• Vibrant and inclusive culture with talented colleagues.
• Career opportunities and benefits that enhance well‑being.

About Mercer

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. With annual revenue of $24 billion and more than 90,000 colleagues worldwide, Mercer provides a range of career opportunities and rewards.

Marsh McLennan is committed to a diverse, inclusive, and flexible work environment. We provide reasonable accommodations under the Accessibility for Ontarians with Disabilities Act. For assistance, contact View email address on apply.j-vers.com.

Marsh McLennan is committed to hybrid work, requiring employees to be in the local office or onsite with clients at least three days per week. Office‑based teams will identify at least one anchor day per week.