Associate Consultant

Marsh McLennan•Boston, MA

20h•$63,200 - $117,900•Hybrid

About The Position

Retirement Associate Consultant Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Associate Consultant within our Retirement Services team here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). A day in the life. We are looking for an energetic, positive person to join the Marsh & McLennan Agency – Northeast Retirement Services Team. Reporting to a Managing Consultant of the Retirement Services Operations team, this position will support a group of retirement consultants with the servicing of their Retirement Services clients. In this position, the individual will gain a strong foundation of all aspects of the retirement business equipping them to grow within the practice and Marsh & McLennan Agency. The ideal candidate would be a self-starter, work in a client-facing capacity, able to take projects from start to finish, motivated to succeed and adaptable to change; able to thrive in a fast-paced environment, where the client is the focus and delivering outstanding service is the priority. We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure . Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $63,200 to $117,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Requirements

Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
FINRA Series 6, 63 and 65 or 7 and 66 licensures encouraged. Licenses will be a requirement for future advancement.
Respond efficiently to requests from internal and external contacts via phone & email communications
Comfortable presenting in group environment, both in person and virtually
Ability to effectively prioritize tasks and manage projects amidst competing deadlines
Excellent organizational skills with a strong attention to detail
Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability.

Nice To Haves

Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data.
Familiarity with Salesforce a plus
Knowledge of Zoom, Webinar, and video conferencing skills
College degree preferred
Three to five years of retirement related work experience preferred. Record keeping experience a plus.

Responsibilities

Assist with the review and preparation of materials for all client meetings
Attend client meetings, and assist with the capturing of tasks and deliverables
Participate and often lead client project calls.
Accurately summarize the topics discussed to ensure the consultant and/or producer are aware of what was discussed during the call, identifying deliverables and due dates
Coordination of plan investment changes
Creation and updating of client executive summaries
Assistance with preparing and delivery of client RFP, fee and plan design benchmarking materials
Prepare monthly, quarterly and ad hoc reports
Interact effectively with service providers and other external contacts
Coordinate the gathering and reviewing of all new client agreements and documents
Participate and from time-to-time lead client implementations calls
Assist Provider and Investment Committees with the maintenance of committee documentation