Portfolio Implementation Associate

Mercer•Boston, MA

1d•$54,000 - $108,000•Hybrid

About The Position

The Portfolio Implementation Associate joins Marsh’s Wealth team in Boston in a hybrid role, working in the office at least three days per week. The associate takes direct responsibility for discretionary client and investment product implementations, collaborating with sales, investment consulting, client office, operations, and portfolio management teams. The role focuses on delivering exceptional client service, coordinating implementation and onboarding processes, and facilitating communication across internal and external teams.

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 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.
Ability to work in a fast-paced environment where adherence to procedures and controls is critical.
Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles.
Positive attitude and ability to work well in a team-oriented environment while maintaining ownership of individual responsibilities.

Responsibilities

Develop strong relationships with internal and external parties and work across team boundaries on department and business initiatives.
Provide client service with accuracy, efficiency, and professionalism.
Assist with developing and maintaining detailed project plans for each implementation.
Use and embrace AI and technology-enabled tools.
Assist with the legal review process between clients and Mercer Legal so agreements are negotiated in a timely manner.
Coordinate with operational stakeholders to ensure client setup requirements are considered and completed on time.
Ensure 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 the needs of internal and external customers.
Investigate and resolve queries from internal and external customers.
Maintain risk awareness and contribute to continuous improvement.