Portfolio Implementation Associate

Marsh McLennan•Boston, MA

2d•$54,000 - $108,000•Hybrid

About The Position

Marsh is seeking a Portfolio Implementation Associate to join its Wealth team, part of its people and investments business. The role is based in Boston and follows a hybrid arrangement, with at least three days per week in the office. The associate takes direct responsibility for discretionary client and investment product implementations, working closely with sales, investment consulting, client office, operations, and portfolio management teams to provide client service and facilitate communication across internal and external teams. The position supports implementation planning and execution, client onboarding, agreement review, operational setup, and risk controls. The successful candidate will help ensure work is handled accurately and promptly, resolve inquiries, and contribute to continuous improvement. The role also involves using AI and technology-enabled tools in a dynamic environment.

Requirements

Bachelor’s degree in accounting, finance, business, or a related field of study.
1–6 years of experience in client service, portfolio operations, fund accounting, and/or custodial oversight, with progressively increasing responsibilities.
Strong analytical and organizational skills, with the ability to multitask.
Clear and effective verbal and written communication skills, including when engaging directly with clients.
Proficiency in Microsoft Office.

Nice To Haves

General experience with client relationship management systems and databases.
Prior investment experience with Defined Contribution Plans, Pensions, and Not-For-Profit organizations.
Demonstrated ability to work in a fast-paced environment where adherence to procedures and controls is critical.
Basic understanding of investment management concepts, markets, and the operational mechanics of institutional portfolios and investment vehicles.
Positive attitude and proven ability to work well in a team-oriented environment while owning individual responsibilities.

Responsibilities

Develop relationships with internal and external parties and work across team boundaries on department and business initiatives.
Service clients to a high standard, ensuring accuracy, efficiency, and professionalism.
Assist with developing and maintaining detailed project plans for each implementation.
Assist with the legal review process between clients and Mercer Legal so agreements are negotiated in a timely manner.
Work with operational stakeholders to ensure client setup requirements are considered and completed on time.
Ensure all new-client onboarding compliance requirements are met.
Implement appropriate risk controls and procedures and ensure adherence to them.
Handle incoming work effectively, promptly, and accurately to meet and exceed internal and external customer needs.
Investigate and resolve inquiries from internal and external customers.
Maintain risk awareness and contribute to continuous improvement.