Lead Specialist - Client Data Support (CRM / EDM Data Maintenance)

We are seeking a talented individual to join our investments team at Mercer | a Marsh business. This role will be based in Pune. This is a hybrid role that has a requirement of working at least three days a week in the office.

Lead Specialist - Client Data Support

CRM / EDM Data Maintenanc

eThe ideal candidate will be responsible for supporting the maintenance, validation, and reconciliation of client data across Mercer’s CRM and EDM ecosystem. This role will focus on ensuring high-quality, consistent, and synchronized client data across EDM, CRM, CLM, VRM, and downstream data platforms. The individual will play a key role in supporting BAU operations, following defined SOPs, and helping to maintain data integrity and readiness for Investments business processes

.This person must have a strong attention to detail, a practical execution mindset, and the ability to work collaboratively with onshore and internal teams to ensure client data is accurate, complete, and available when needed

.
We will count on you fo

• r:Support the ongoing maintenance of client data for CRM-related processes and ensure data is accurate, complete, and up to dat
• e.Validate and reconcile client data across EDM, CRM, CLM, VRM, and downstream data platform
• s.Follow defined SOPs to manage BAU client data updates, checks, and issue resolutio
• n.Monitor data changes and support the interim state between current and target operating model
• s.Investigate and resolve data mismatches, missing records, and exceptions in client data flow
• s.Coordinate with onshore and internal stakeholders to ensure client data issues are tracked and closed efficientl
• y.Perform regular data quality checks and ensure consistency across related system
• s.Support business users and investment teams by providing high-quality, reliable client dat
• a.Document recurring issues, operational steps, and controls to strengthen the BAU support mode
• l.Contribute to continuous improvement in client data support processes and data quality control

s.
What you need to ha

• ve:Bachelor’s degree in business, Finance, Computer Science, Information Systems, or a related fie
• ld.5+ years of experience in data operations, data support, data quality, or client data manageme
• nt.Good understanding of client data maintenance and the importance of data consistency across syste
• ms.Experience working with CRM, EDM, or other operational data platfor
• ms.Strong hands-on ability to perform data validation, reconciliation, and issue resoluti
• on.Comfortable working from SOPs and following structured BAU process
• es.Strong Excel and data handling skil
• ls.Good communication skills with the ability to work across onshore and offshore tea
• ms.Strong attention to detail and a practical, execution-oriented minds
• et.Ability to manage multiple operational requests in a fast-paced environme

nt.
What makes you stand

• outStrong focus on data accuracy, consistency, and operational discipl
• ine.Comfortable working with repetitive BAU tasks while maintaining quality and timelin
• ess.Able to identify issues early and work through them methodica
• lly.Collaborative and dependable, with a strong sense of accountabil
• ity.Able to work across multiple systems and keep client data synchroni
• zed.Experience in supporting investment-related client data is a p
• lus.Comfortable learning new systems and adapting to evolving operating mod

els.
Why join our

• team:We help you be your best through professional development opportunities, interesting work, and supportive lea
• ders.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 communi
• ties.Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-b

eing.
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 $24 billion and more than 90,000 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 embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicabl

e law.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 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 p