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Junior Client Manager - Investment Solutions

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Mercer

12d ago

  • Job
    Full-time
    Junior & Mid Level
  • Business, Operations & Strategy
    Banking & Finance
  • Dublin

AI generated summary

  • You need energy, proactivity, and efficiency, along with communication skills for complex issues, attention to detail, project management, relationship experience, investment market knowledge, and strong IT skills.
  • You will support client service delivery, assist in performance analysis, prepare presentations, attend client meetings, manage projects, and train junior colleagues while ensuring timely documentation.

Requirements

  • What you need to have:
  • Energy, proactivity and desire to see things done efficiently.
  • Ability to communicate complex issues in a simple and coherent manner.
  • Attention to detail, strong project management skills.
  • Ideally some relationship management / consulting experience
  • Knowledge and experience of investment markets across range of assets:
  • Would suit near-qualified Actuary or CFA holder.
  • Strong IT skills (PowerPoint, Excel, Word)

Responsibilities

  • - Develop in-depth knowledge of Mercer’s delegated fund structures and solutions in order to explain and communicate to colleagues and clients.
  • - Support the development of Mercer’s overall client-service delivery across the entire Investment Solutions client base, ensuring a first-class customer experience in a scalable way.
  • - Support Mercer colleagues/consultants on a variety of topics including performance analysis, strategic asset allocation advice, economic commentaries and PowerPoint presentations.
  • - Provide support to the Investment Director at client meetings.
  • - Liaise with wider operational, portfolio management and consulting teams across Mercer, including management of a wide range of projects as they arise.
  • - Deliver investment output & documentation within critical timelines.
  • - Train and develop junior colleagues.

FAQs

What is the primary focus of the Junior Client Manager position?

The primary focus of the Junior Client Manager position is to support Mercer’s investment solutions client base across Ireland, wider Europe, and Asia, while working closely with Investment Directors and various operational teams.

What qualifications or experience are preferred for this role?

The role would ideally suit a near-qualified Actuary or CFA holder, with knowledge and experience of investment markets across a range of assets, as well as some relationship management or consulting experience.

What kind of projects will I be managing in this role?

You will be managing a wide range of projects, which will involve supporting operational, portfolio management, and consulting teams, as well as delivering investment output and documentation within critical timelines.

What benefits does Mercer offer its employees?

Mercer offers competitive salaries, pension contributions of up to 12%, full healthcare cover, study support, flexible working options, and various wellness programs, among other benefits.

Will I have opportunities for professional development?

Yes, the role provides opportunities for career advancement within a dynamic and rapidly growing area of Mercer’s business, along with training and development of junior colleagues.

What skills are essential for success in this position?

Essential skills for success in this position include strong project management abilities, effective communication skills, attention to detail, energy, and a proactive approach to work.

How does this role contribute to client service delivery?

The Junior Client Manager will support the development of Mercer’s overall client-service delivery by ensuring a first-class customer experience across the entire Investment Solutions client base.

Is the role primarily client-facing?

Yes, the role involves a strong client-facing component, requiring excellent interpersonal skills to support Investments Directors during client meetings.

What types of clients will I be working with?

You will be working with a selection of Mercer’s Irish and international clients, including institutional clients such as pension funds, insurance companies, and wealth managers.

Will I be required to travel for this position?

The job description does not specify travel requirements, but typical roles in client management may involve travel for client meetings and engagements.

Preparing you for the future of work. Improving health and well-being. Reshaping retirement and investment outcomes

Consulting
Industry
10,001+
Employees
1945
Founded Year

Mission & Purpose

Mercer is a global consulting firm that specializes in providing human resources, benefits, and investment-related services to organisations. They offer a wide range of consulting solutions in areas such as talent management, compensation and benefits, retirement planning, and investment advice. Mercer's ultimate mission is to help organisations and individuals achieve better health, wealth, and career outcomes. Their purpose lies in delivering personalised and data-driven solutions that address the evolving challenges in the workplace, improve employee well-being, and optimise organisational performance. By leveraging their expertise in human capital, health, and wealth management, Mercer aims to empower businesses to make informed decisions, attract and retain top talent, and create sustainable and thriving work environments. Additionally, they strive to assist individuals in making informed financial decisions to secure their financial future and retirement. Through their consulting services and research-driven insights, Mercer seeks to shape the future of work, promote employee well-being, and drive positive change in the world of work and benefits.

Benefits

  • Paid vacation and holidays

  • Life insurance

  • Legal assistance

  • Health club discounts