Marsh McLennan

Senior Client Onboarding – Investment Solutions

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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Job Level

Senior

About the role

  • Leading the client onboarding process for a range of our new clients
  • Influencing and developing Mercer’s overall service delivery to Investment Solutions clients
  • Developing knowledge of Mercer’s investment fund solutions by liaising with operational, legal, portfolio management and consulting teams
  • Coordinating end-to-end projects of all clients on-boarding onto a Mercer investment solution
  • Identifying client type and jurisdiction, setting out appropriate AML / KYC requirements
  • Demonstrating in-depth operational knowledge of pooled funds
  • Communicating both internally and externally to keep the business informed of progress of client take-on cases
  • Preparing and coordinating all legal documentation
  • Opening accounts and operational set-ups with custodian / transfer agency and tax teams
  • Assisting and providing oversight to the transition planning efforts
  • Supporting and influencing the development of Mercer’s overall client-service delivery across the UK/European/Asian client base
  • Training and developing junior colleagues

Requirements

  • A wealth of experience with a passion for project management
  • 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
Benefits
  • Professional development opportunities
  • Interesting work
  • Supportive leaders
  • Vibrant and inclusive culture
  • Career opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
project managementclient onboardingoperational knowledge of pooled fundson-boarding documentationknowledge of Private Marketsinvestment marketsAML requirementsKYC requirementsMiFID IIPEP and sanctions screening
Soft skills
client-focusedattention to detailcommunicationstakeholder engagementleadershiptraining and developmentinfluencingcoordinatingproblem-solvingteam collaboration