Client management specialist

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Boston, New York or St. Louis. This is a hybrid role that has a requirement of working at least three days a week in the office.

Mercer is pleased to present an exciting opportunity to join our successful and rising Client Management Services team within our US Investments Client Office! In this position you will have the opportunity to work as part of a team that supports the day-to-day servicing of Mercer’s US discretionary institutional client base.

We will count on you:

• Work with client consultants, legal, compliance, and all the various operations teams to support a high level of execution for Mercer’s delegated clients, consistent with the firm’s policies and the client’s objectives.

• Act as single point of contact for field consultants and partner with internal and external teams to ensure necessary data is collected, documentation is stored, and information is disseminated to all stakeholders in a timely manner

• Work with various operations teams to ensure that client-specific nuances are considered and actions are executed timely and in a risk-controlled environment

• Showcase multi-faceted industry experience and skills in collaboration with various teams to support the delivery of all delegated services

• Have an opportunity to build improvements as we scale for our future (processes, materials, communications, etc.

• Work with client consultants, legal, compliance, and all the various operations teams to support a high level of execution for Mercer’s delegated clients, consistent with the firm’s policies and the client’s objectives.

• Work with various operations teams to ensure that client-specific nuances are considered and actions are executed timely and in a risk-controlled environment

• Showcase multi-faceted industry experience and skills in collaboration with various teams to support the delivery of all delegated services

• Have an opportunity to build improvements as we scale for our future (processes, materials, communications, etc.)

What you need to have:

• Strong performance in leading a project, a team, or an initiative

• A minimum of 5 years of relevant industry experience and interest

• Exceptional organizational and project management skills

• Attention to detail

• Demonstrated ability to work in a fast-paced environment where adherence to procedures and controls is critical

• Strong analytical and organizational skills; clear and effective communication, both written and oral; ability to multi-task

• Ability to work well in a team-oriented environment, while maintaining ownership over individual responsibilities

• A strong desire to learn multi-asset investing across various investment pool types and the investment industry

• Strong analytical ability and technical competence

• Proficiency in the Microsoft suite of applications, such as Microsoft Excel and Microsoft PowerPoint.

What makes you stand out:

• Experience with asset management, banking operations or client consulting a plus

• Self-motivation and a ‘can do’ attitude

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 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.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.


Marsh McLennan is committed to embracing 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].


Marsh McLennan 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 McLennan 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.


The applicable base salary range for this role is $88,000 to $176,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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, 401K savings and other retirement programs as well as employee assistance programs.