Bilingual (French/English) Client Service Professional (4708)

Job Posting

Bilingual (French/English) Client Service Professional
Organization:  Mercer
Province:  Ontario
Location:  Toronto or Montreal (preference for Toronto)

Reporting to the National Client Service Director, the Bilingual Client Service Professional will be responsible for a broad range of client service-related duties. This includes writing and delivery of performance monitoring reports, attending client meetings, coordinating required legal and compliance documents for new and existing clients, onboarding new clients, and overall client relationship management. The successful candidate will work closely with the existing Client Service Team, as well as the Investment, Operations and Legal Teams.

To fulfill this role, the ideal candidate will be able to use his or her skills, in conjunction with Mercer's extensive intellectual capital to do the following:

  *   Communication of all asset management, and reporting services to Mercer Global Investment Canada Limited's (MGI) clients. This includes:
     *   Coordinating production of and writing of the commentary within quarterly reports
     *   Drafting announcements of changes to funds
     *   Responding to ongoing client requests
  *   Relationship management that supports lasting relationships with clients
  *   Coordinating and/or attendance at client meetings (across Canada) including making presentations to investment committees
  *   Participating in MGI's investment team meetings and 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
  *   Preparing investment guidelines (i.e. Statements of Investment Policies and Procedures) and strategy, working closely with clients and MGI's portfolio management team
  *   Supporting the operations manager to complete audit requests
  *   Helping to ensure new clients come on board smoothly
  *   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
  *   Responsible for coordinating completion and receipt of required legal and compliance documents
  *   Supporting delivery of advisory services to clients
  *   Coordinating and facilitating 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
  *   Working closely with Mercer colleagues, in other businesses, on bundled client relationships where we may be providing asset management and actuarial and/or administration services
  *   Working on special projects as required

Application Instructions:
Please submit applications on our website at and search Job Number: TOR002J6


A Bachelor degree combined with a MBA and/or the CFA designation are strongly preferred
  *   Registration (Ontario Securities Commission) as an advising representative is required.
  *   Minimum 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)
  *   Excellent written and verbal communication skills. Ability to simplify complex concepts and present them to a group.
  *   Demonstrated ability to work both independently and in a team and deliver quality work on time
  *   Strong interpersonal skills and an ability to work very collaboratively are imperative
  *   Individual must be a hands on contributor
  *   Must be fluent in both English and French