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Marsh McLennan · 1 day ago

Senior Client Onboarding – Investment Solutions – UK/I wide

Dublin - Charlotte

Full-time

Hybrid

Senior Level

5+ years exp

Mercer is a global leader in helping clients realize their investment objectives and is seeking a Senior Client Onboarding professional for their Investment Solutions International Client Team. The successful candidate will lead the onboarding process for new clients and influence the overall service delivery to Investment Solutions clients across Europe and Asia.

Financial ServicesProfessional ServicesService Industry

Responsibilities

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

Qualification

Client OnboardingOperational Knowledge of Pooled FundsProject ManagementPrivate Markets KnowledgeAML / KYC RequirementsInvestment Markets KnowledgeStakeholder EngagementTeam TrainingCommunication SkillsAttention to Detail

Required

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

Preferred

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

Benefits

Professional development opportunities

Interesting work

Supportive leaders

Vibrant and inclusive culture

Range of career opportunities

Benefits and rewards to enhance your well-being

Company

Marsh McLennan

Glassdoor4.0

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Founded in 1871

New York, New York, USA

10001+ employees