Luis Espinal
Proven Experience in Client Integrations, System Rollouts & Stakeholder Coordination | Ops to Execution
- Role
- Client Implementation Specialist at Mercer
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Luis Espinal
Experienced client operations and integration specialist with a proven track record of…
Experience
Client Implementation Specialist
Mar 2024 — Present · King of Prussia, PA, US
Transitioned 50+ nonprofit clients with $8B+ in assets from Vanguard’s OCIO platform to Mercer. Oversaw contract creation and distribution via DocuSign, custodial onboarding with Charles Schwab, and client enablement across a new operating model. Acted as a liaison between clients, internal stakeholders, and third-party custodians to ensure timely, compliant migration while minimizing service disruption. Managed dual-platform operations (Vanguard and Mercer) during the infrastructure buildout phase, proactively resolving issues and guiding clients through system onboarding and new workflows.
Education
The James Baldwin School
High School
2010 — 2013
Lafayette College
Bachelor’s Degree
2013 — 2017
Skills
- Leadership
- Customer Service
- Keen Listener
- Telephone Skills
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Team Leadership
- Back Office
- Social Media
- Social Networking
- Front Office
- Team Building
- Social Skills
- Google Docs
- Public Speaking
- Wireless Networking
- Possess Strong Analytical
- Open Houses
- Event Planning
- Teamwork
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