Company: Mercer Description: Client Reporting Specialist Location: Sydney or Melbourne (Hybrid Work Model) Are you ready to manage the future of our digital client platform and elevate the client reporting experience to new heights? We’re seeking a dynamic Client Reporting Specialist to lead the curation, enhancement, and seamless operation of our digital client platform, ensuring an exceptional user experience and acting as the key liaison between technical teams and stakeholders. In this dual-hatted role, you will also support the delivery of our investment reporting project program, coordinating initiatives that drive continuous improvement and uphold governance standards. Your expertise will bridge digital innovation with client reporting excellence. This is a unique opportunity to manage a vital digital asset while supporting a critical reporting program within a leading investment environment. We will count on you to: Lead the development and enhancement of our digital client platform, focusing on user experience, functionality, and accurate delivery of investment components. Collaborate closely with development teams and stakeholders across Investments, Operations, and Technology to drive platform improvements and ensure seamless execution. Support the management and delivery of client reporting projects, ensuring alignment with governance and investment management requirements. Oversee client reporting schedules to guarantee accuracy, timeliness, and consistent delivery of high-quality reports. Utilize project management skills to plan, track, and communicate progress, risks, and issues effectively, ensuring all reporting projects meet deadlines and quality standards. Coordinate cross-functional teams to drive reporting program initiatives and continuous process improvements. Act as a client advocate, championing the customer experience in all aspects of reporting and portal functionality. What you need to have: Degree qualified or equivalent experience in Finance, Investment Management, Operations, or a related field. Proven project management experience with the ability to juggle multiple priorities. Postgraduate qualifications such as CFA, CIMA, or a relevant Master’s degree are highly desirable. Minimum 5 years’ experience in the investment industry, with strong knowledge of investment management and/or investment operations processes and systems. Demonstrated experience managing projects through the full project lifecycle. Strong project management and delivery capabilities. Customer-focused with a drive to enhance client outcomes. Excellent communication skills, both verbal and written, with the ability to engage and influence stakeholders at all levels. What makes you stand out: A passion for improving the customer experience and a proactive problem-solving mindset. Exceptional attention to detail and analytical skills. Proven ability to collaborate effectively across diverse teams and perspectives. Adaptable and responsive to change, embracing continuous learning and growth. Why join Mercer? At Mercer, you’ll be part of a dynamic and inclusive environment where your contributions make a real impact. Join us to collaborate with industry leaders, develop your career, and help shape the future of investment reporting. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to creating 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, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment. Marsh 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 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.
