Client Implementation Specialist, Investment Services

Company:

Mercer

Description:

We are seeking a Client Implementation Specialist to join our Investment Services team at Mercer. You will be the key liaison for the Investment Services team between the third-party unit registry service provider, clients, consultants, investments, compliance and operations teams, and report to the Client and Product Operations Manager.

This role is based in Melbourne and offers a flexible hybrid working arrangement, with a minimum three days per week in the office, and the option to work from home for up to two days.

This position is full-time fixed term for 12 months.

We will count on you to:

• Manage client relationships as the key contact for institutional, wholesale and retail clients and internal stakeholders, including regular engagement with Client Consulting and Investment Management teams, managing queries, expectations and complaints.
• Oversee client onboarding and AML CTF requirements and exception referral management in collaboration with the external unit registry.
• Support departmental activities to comply with industry regulatory requirements, such as compliance standards, and operating company-specific procedures and guidelines.
• Develop and drive process improvement initiatives to improve quality and efficiency, reducing operational risk.
• Assist in training junior team members.
• Oversee key regulatory reporting requirements to applicable regulators.

​What you need to have:

• Previous experience in Client Services within Funds Management, Wealth Management, Unit Registry, Managed Funds Administration or Investment Operations.
• Experience supporting client onboarding, AML/CTF processes and unit registry exception management will be an advantage.
• Strong understanding of managed funds and regulations.
• Exposure to third party unit registry service providers or managed funds administrators is favourable.
• Experience working collaboratively with Client Consulting, Investment/Portfolio Management and other internal business partners to manage client relationships and deliver solutions.
• RG146 completed or in progress.
• Degree in Finance, Business, Economics, Mathematics or other related discipline would be well regarded.

Why join our team:

• We support you to be your best through professional development opportunities, engaging work and supportive leaders.
• We nurture a vibrant and inclusive culture where you’ll collaborate with talented colleagues to create innovative solutions and make a positive impact on our clients, their communities and each other.
• Our scale enables us to provide a variety of career opportunities, as well as benefits and rewards to enhance your well-being.

Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating 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 law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

Marsh 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 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.