Wealth Portfolio Implementation Specialist - Hybrid

Mercer; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Professional development opportunities

Inclusive culture

Career opportunities and benefits

Job summary

A financial services company in Boston is looking for a Portfolio Implementation Associate to be part of their Wealth team. In this hybrid role, you will be responsible for implementing client and investment products while ensuring exceptional service delivery. The position requires a Bachelor's degree and 1-6 years of relevant experience. Join a vibrant team committed to professional development and creating impactful investment solutions.

Qualifications

• 1-6 years of experience in Client Service, Portfolio Operations, Fund Accounting and/or Custodial oversight.
• Strong analytical and organizational skills, and ability to multi-task.
• Clear and effective communication (both verbal and written) while engaging directly with clients.

Responsibilities

• Develop strong relationships with both internal and external parties.
• Service clients to the highest standard and ensure accuracy, efficiency, and professionalism.
• Assist with the development and maintenance of detailed project plans for each implementation.

Skills

Analytical skills

Organizational skills

Communication skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in accounting, finance, business or related field

Tools

Client relationship management systems

Databases

Job description

A financial services company in Boston is looking for a Portfolio Implementation Associate to be part of their Wealth team. In this hybrid role, you will be responsible for implementing client and investment products while ensuring exceptional service delivery. The position requires a Bachelor's degree and 1-6 years of relevant experience. Join a vibrant team committed to professional development and creating impactful investment solutions.