Client Success Analyst - Investment Platforms

Marsh; Lisboa; Híbrido; EUR 32 000 - 46 000; Tempo integral

Resumo da oferta

Marsh in Lisbon is seeking a Client Servicing Analyst to support Mercer's MercerInsight platform for institutional and wealth management clients. This hybrid role requires in-office presence at least three days a week.

You will work with Mercer's MAPS and MercerInsight tools, providing frontline support, training, and onboarding while collaborating with Investment Consulting and ESG teams. Ideal candidates have strong English, problem-solving, client-service experience, and a finance-related

Qualificações

• Excellent verbal and written communication in English.
• Experience in fast-paced environments with shifting priorities.
• Proven ability to solve problems independently and collaboratively.
• Strong client service aptitude and relationship-building.

Responsabilidades

• Provide frontline resolution for MercerInsight queries and manage client expectations.
• Onboard users, handle complex functionality requests, and support research tools.
• Collaborate with investment teams to support client deliverables and product development.

Conhecimentos

Excellent English

Problem solving

Client service

Analytical

Cross-cultural collaboration

Formação académica

Bachelor's or Master's in Finance/Business/Economics

Ferramentas

eVestment Analytics

Descrição da oferta de emprego

Marsh in Lisbon is seeking a Client Servicing Analyst to support Mercer's MercerInsight platform for institutional and wealth management clients. This hybrid role requires in-office presence at least three days a week.

You will work with Mercer's MAPS and MercerInsight tools, providing frontline support, training, and onboarding while collaborating with Investment Consulting and ESG teams. Ideal candidates have strong English, problem-solving, client-service experience, and a finance-related