Senior Client Onboarding – Investment Solutions – UK/I wide in London

Mercer’s Investment Solutions International Client Team has an exciting opportunity to join one of our largest and most rapidly-growing business areas - implemented investment solutions. As a senior member of the Client Onboarding Team within our Investment Solutions International Client Team, the successful candidate will play a key role in supporting the growth of Mercer’s investment solutions client base across Europe and Asia.

We will count on you to:

• Lead the client onboarding process for a range of new clients.
• Influence and further develop Mercer’s overall service delivery to Investment Solutions clients, including client restructures, regulatory processes, and various client-governance-related projects.
• Develop an intricate knowledge of Mercer’s investment fund solutions by liaising with operational, legal, portfolio management, and consulting teams based in Dublin/London.
• Filter expertise across a range of internal and external stakeholders.
• Coordinate end-to-end projects of all clients onboarding 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 onboarding 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 to explain and communicate to colleagues and clients.
• Assist and provide 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.

What you need to have:

• 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 and experience of onboarding documentation.
• Ability to communicate complex requirements to clients and third parties in a simple and coherent manner.
• Attention to detail and a 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 a range of assets.

What Makes You Stand Out:

• 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 themselves on delivering quality service to all stakeholders.

Why Join Our Team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.