Senior Client Onboarding – Investment Solutions – UK/I wide

Company:Mercer

Description:

Senior Client Onboarding – Investment Solutions – UK/I wide

Mercer’s Investment Solutions International Client Team has an exciting opportunity to join one of our largest and most rapidly-growing business areas - implemented investment solutions. As a senior member of the Client Onboarding Team within our Investment Solutions International Client Team, the successful candidate will play a key role in supporting the growth of Mercer’s investment solutions client base across Europe and Asia.

We will count on you to:

As well as leading the client onboarding process for a range of our new clients, the candidate will be in a position to influence and further develop Mercer’s overall service delivery to Investment Solutions clients over the coming years, including client restructures, regulatory processes and a variety of client-governance-related projects. As part of the International Client Team, the successful candidate will develop an intricate knowledge of Mercer’s investment fund solutions by liaising on an ongoing basis with operational, legal, portfolio management and consulting teams based in Dublin/London and help to filter this expertise across a range of internal and external stakeholders.

The role will facilitate exciting career opportunities within a dynamic and rapidly growing area of Mercer’s business driven by strong demand across new markets.

• Coordinate end-to-end projects of all clients on-boarding onto a Mercer investment solution

• Identify client type and jurisdiction, setting out appropriate AML / KYC requirements

• Demonstrate in-depth operational knowledge of pooled funds, manage on-boarding documentation and work with multiple stakeholders including clients, consultants, business development, investment operations, fees, and legal

• Communicate both internally and externally to keep the business informed of progress of client take-on cases

• Prepare and coordinate all legal documentation: Engagement Letters, Investment Management Agreements, Application Forms & Fee Agreements

• Open accounts and operational set-ups with custodian / transfer agency and tax teams

• Develop in-depth knowledge of Mercer’s delegated fund structures and solutions in order to explain and communicate to colleagues and clients

• Assist and provide an oversight to the transition planning efforts

• Support and influence the development of Mercer’s overall client-service delivery across the UK/European/Asian client base, ensuring a first-class customer experience in a scalable way

• Train and develop junior colleagues

What you need to have: 

• A wealth of experience with a passion for project management, a client-focused outlook and proven Client Onboarding experience

• Experience of working in fiduciary or asset management in a similar capacity In-depth operational knowledge of pooled funds, experience of on-boarding documentation

• Ability to communicate complex requirements to clients, third parties in a simple and coherent manner

• Attention to detail, and proven track record in project management, engaging with a variety of stakeholders

• Confidence to chair and lead discussions both internally and with external third parties

• Sound knowledge of Private Markets and operational processes of how private market investments work

• Knowledge of 5th AML directive, MiFID II, PEP and sanctions screening

• Knowledge and experience of investment markets across range of assets

What Makes You Stand Out:

• Exceptional communication skills and the ability to communicate with senior management and our clients face-to-face

• A self-starter who is diligent and prides on delivering quality service to all stakeholders

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 work 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, as well as benefits and rewards to enhance your well-being.

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, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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 law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [email protected].

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.