Client Service Operations Coordinator

This role can be based in Montreal or Toronto and offers a hybrid work arrangement requiring a minimum of three days per week in the office.
As a Client Operations Manager (Defined Contribution & Savings Plan) you will be supporting our investment consultants in overseeing the transition of our clients into our Mercer Delegated DC solutions. The role involves managing multiple implementations and transitions within the Mercer Delegated DC solutions team along with contributing to various special projects. Implementation and Transition:
Look for opportunities to improve on existing processes related to transition and implementation
Partner with consultant and assigned Record keeper contact to properly set client expectations for the implementation and on-going administration
Interact with Record keepers implementation manager during the transition and implementation process and with the account executive on an ongoing basis
Manage any non-standard operational issues as they arise
Meet with the Record keeper on a monthly basis to review any issues and concerns raised during past implementations and ongoing servicing of the clients
Prepare any applicable initial employee communication as part of the implementation or transition process
Review the timeline of the implementation process prepared by the Record keeper
Maintain accountability for accurate and timely completion of all project tasks and provide guidance to team members to ensure the overall success of the project
Ensure accuracy and compliance with regulatory requirements and internal policies.
Assist in the preparation and review of quarterly invoices client disclosures and account renewals.
Participate in the review and enhancement of sales documentation and processes to ensure accuracy and alignment with company messaging.
Support in the review of financials.

Bachelors degree preferably in business finance actuarial studies or related discipline
Strong communication and translation skills (both written and oral) in English and French
Strong project management skills including accuracy accountability and focus on results
Comprehensive knowledge of DC administration and transition business
Knowledge of the investment and pension environment
Strong organizational and time management skills
Overall good technical skills including proficiency in Microsoft Office.

Relevant experience in client transition client management investment consulting financial services or pension environment working in an analyst capacity
Knowledge of pension legislation
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 an impact on colleagues clients and communities.
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: With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. 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 or any other characteristic protected by applicable accordance with applicable legislation Marsh McLennan 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 individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact
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.