Defined Contribution Implementation Specialist

Location: Montreal

This job is with Marsh McLennan, an inclusive employer and a member of my Gwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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.
As a  Client Operations Manager (Defined Contribution & Savings Plan) , you will be supporting our investment consultants in overseeing the transition of our clients into our Mercer Delegated DC solutions. The role involves managing multiple implementations and transitions within the Mercer Delegated DC solutions team, along with contributing to various special projects. Additionally, you will coordinate daily activities to ensure strong governance for our clients and facilitate operational reporting.
The applicable base salary range for this role is $68,800 to $90,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.
We will count on you to:
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:
Prepare, review, and send various governance documents.
Ensure accuracy and compliance with regulatory requirements and internal policies.
Collaborate with internal stakeholders to gather necessary information and ensure timely delivery of documentation.
Operational Tasks:
Assist in the preparation and review of quarterly invoices, client disclosures, and account renewals.
Participate in the review and enhancement of sales documentation and processes to ensure accuracy and alignment with company messaging.
Support in the review of financials.
What you need to have:
Bachelor's degree, preferably in business, finance, actuarial studies, or related discipline
Strong project management skills including accuracy, accountability and focus on results
Comprehensive knowledge of DC administration and transition business
Knowledge of the investment and pension environment
Strong organizational and time management skills
Ability to multi-task, work in high volume, work under tight deadlines and demonstrate problem solving skills
Overall good technical skills including proficiency in Microsoft Office.
What makes you stand out?
Relevant experience in client…