DC Implementation Specialist

We are seeking a talented individual to join our Wealth team at Mercer . 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.

Client Operations Manager (Defined Contribution & Savings Plan)

As a Client Operations Manager , you will support our investment consultants by overseeing transitions of clients into our Mercer Delegated DC solutions. The role involves managing multiple implementations and transitions within the team, contributing to special projects, coordinating daily activities to ensure strong governance, and facilitating operational reporting.

The applicable base salary range for this role is $68,800 to $90,000 .

Responsibilities

Implementation and Transition

• Coordinate the activities required to transition clients to the new Record keeper
• Act as primary contact for the client, Mercer and the record keeper during the client transition from the incumbent record keeper to the delegated Record keeper
• Maintain excellent client-related documentation and notes summarizing client issues
• 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 keeper's 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
• Review any employee communication issued 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
• Review the contracts issued by the Record keeper
• Demonstrate ease and effectiveness when dealing with clients, prospects, record keepers and colleagues at all levels

Governance Documentation

Operational Tasks

Qualifications (What you need to have)

Stand Out (What makes you stand out?)

Benefits and Culture (Why join our team)

Mercer, a business of Marsh McLennan, 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 committed to embracing a diverse, inclusive and flexible work environment and will provide reasonable accommodations where required. All colleagues are expected to be in their local office or working onsite with clients at least three days per week.

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