Hybrid Boston Portfolio Implementation Specialist

Marsh Agency; Boston (MA); Hybrid; USD 54,000 - 108,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K retirement plan

Job summary

Marsh, a global leader in risk management, is seeking a Portfolio Implementation Associate to join its Wealth team in Boston. This hybrid role requires in-office work at least three days per week and focuses on discretionary client and investment product implementations, collaborating across sales, investment consulting, client office, operations and portfolio management.

You will build strong client relationships, manage detailed project plans for implementations, support with AI and

Qualifications

• Bachelor's degree in accounting, finance, business or related field of study.
• 1-6 years of experience in Client Service, Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities.
• Strong analytical and organizational skills, and ability to multi-task.
• Clear and effective communication (both verbal and written) while engaging directly with clients.
• Proficiency in Microsoft Office.
• General experience with client relationship management systems, and databases is advantageous.

Responsibilities

• Develop strong relationships with both internal and external parties, and work across team boundaries to deliver results on key department and business initiatives.
• Service clients to the highest standard and ensure accuracy, efficiency, and professionalism at all times.
• Assist with the development and maintenance of detailed project plans for each implementation.
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
• Assist with the legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely.
• Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely.
• Ensure that all new client onboarding compliance requirements are met.
• Implements appropriate risk controls and procedures and ensures adherence to these procedures and controls.
• Ensure that incoming work is handled effectively, promptly, and accurately so that the needs of internal and external customers are consistently met and exceeded.
• Investigate and resolve queries received from internal and external customers.
• Maintain a strong risk awareness mindset while contributing to a culture of continuous improvement.

Skills

Strong analytical and organizational

Clear and effective communication

Ability to multi-task

Education

Bachelor's degree in accounting, finance, business or related field of study

Tools

Microsoft Office

CRM systems

Databases

Job description

Marsh, a global leader in risk management, is seeking a Portfolio Implementation Associate to join its Wealth team in Boston. This hybrid role requires in-office work at least three days per week and focuses on discretionary client and investment product implementations, collaborating across sales, investment consulting, client office, operations and portfolio management.

You will build strong client relationships, manage detailed project plans for implementations, support with AI and