Hybrid Wealth Portfolio Implementation Specialist

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

Benefits offered by this job

Health benefits

Tuition assistance

401K savings plan

Employee assistance programs

Job summary

Marsh in Boston is seeking a Portfolio Implementation Associate to lead discretionary client and investment product implementations, collaborating with sales, investment consulting, client office, operations, and PM teams. This hybrid role requires three days in the office weekly and focuses on delivering exceptional client service across internal and external teams.

The role emphasizes developing project plans, managing onboarding and compliance, and applying risk controls while leveraging

Qualifications

• Bachelor's degree in accounting, finance, business or related field.
• 1–6 years of experience in Client Service, Portfolio Operations, Fund Accounting and/or Custodial oversight.
• Strong analytical and organizational skills with ability to multi-task.
• Clear and effective communication with clients.
• Proficiency in Microsoft Office.
• Experience with client relationship management systems and databases is advantageous.

Responsibilities

• Develop relationships across internal and external parties to drive initiatives.
• Provide high-standard client service with accuracy and professionalism.
• Develop and maintain detailed project plans for each implementation.
• Leverage AI and technology-enabled tools in processes.
• Support legal review processes with Mercer Legal.
• Coordinate with operations to meet client setup requirements.
• Ensure onboarding compliance requirements are met.
• Implement risk controls and ensure adherence to procedures.
• Handle incoming work promptly to meet client needs.
• Investigate and resolve queries from clients and internal teams.
• Maintain strong risk awareness and drive continuous improvement.

Skills

Analytical skills

Organizational skills

Multitasking

Communication

Education

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

Tools

Microsoft Office

CRM systems

Databases

Job description

Marsh in Boston is seeking a Portfolio Implementation Associate to lead discretionary client and investment product implementations, collaborating with sales, investment consulting, client office, operations, and PM teams. This hybrid role requires three days in the office weekly and focuses on delivering exceptional client service across internal and external teams.

The role emphasizes developing project plans, managing onboarding and compliance, and applying risk controls while leveraging