Client Services Pension Analyst at MMC in Milwaukee, Wisconsin

Job Description:

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating more secure and rewarding futures for our clients and their employees - whether we're designing affordable health plans, developing solutions for retirement or delivering innovative strategies, Mercer positions their clients for success We see client's current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor is the foundation for each and every idea and solution we offer. For more than 70 years, we've turned our insights into actions, enabling our clients around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.


Mercer is seeking candidates for the following position:



Client Service Pension Analyst




What can you expect?

• You will have an opportunity to work with a team of Pension experts across the US.


• You will become a subject matter expert and serve as a technical systems resource for the defined benefit plans.


• You will have the opportunity to work directly with plan participants and make an immediate impact.

What is in it for you?

• Work for a global company with excellent benefits and a dynamic culture.


• Have competitive vacation/personal days in addition to holidays and volunteer days.

We will count on you to:

• Gain a solid understanding of the Defined Benefit rules and regulations.


• Answering queries from participants and clients via, phone, email, letters, or case management tickets. Query resolutions consist of but not limited to pension calculations, updating participant records, and processing payments while adhering to the procedures, productivity, and quality standards.


• Manage individual participant requests as well as plan level data processing and analysis.


• Complete and peer review pension calculations for plan participants who are initiating their retirement benefit.


• Review Plan Documents to assist with research and build plan specific knowledge.


• Ensure that all items are processedaccurately and withinagreed upon time standards.


• Communicate with the Client when needed for participant inquiries requiring additional information.


• Partnering with Project Managers and/or Clients on standard project work, including defining project scope and objectives, prepare work plans, executing the project through timely completion, and identifying and escalating if deliverables will not be met.


• Coordinate monthly pension payments with trustee.


• Assist with the testing of the system according to plan provisions and administrative requirements.

What you need to have:

• BA/BS degree.


• Proven analytical skills.


• Ability to prioritize and manage multiple projects.


• Proficient with Microsoft Access, Excel and Word.


• Strong oral and written communication skills.


• Ability to work within a team environment.


• Self-motivated, fast learner, quality conscious, committed to deadlines.


• Strong teamwork skills combined with the ability to work independently with minimal supervision.

What makes you stand out:

• Prior Pension experience.


• Customer Service experience.


• Strong attention to detail.


• Math background

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer 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 TANA@mmc.com


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. Apply Now