Portfolio Implementation Associate

Marsh McLennan•Boston, MA

1d•Hybrid

About The Position

Marsh is seeking a Portfolio Implementation Associate for its Wealth team, part of its people and investments business. Based in Boston, this is a hybrid role requiring at least three days per week in the office or onsite with clients. 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. The role supports high-quality client service and clear coordination across internal and external teams in a dynamic, technology-enabled environment.

Requirements

Bachelor’s degree in accounting, finance, business, or a related field.
1–6 years of experience in client service, portfolio operations, fund accounting, and/or custodial oversight, with increasing responsibility.
Strong analytical and organizational skills and 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.
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 ability to work well in a team-oriented environment while taking ownership of individual responsibilities.

Responsibilities

Build strong relationships with internal and external parties and work across teams to deliver department and business initiatives.
Service clients to a high standard, maintaining accuracy, efficiency, and professionalism.
Assist with developing and maintaining detailed project plans for each implementation.
Use and adapt to AI and technology-enabled tools.
Assist with legal reviews between clients and Mercer Legal to help ensure agreements are negotiated on time.
Coordinate with operational stakeholders so 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 promptly and accurately to meet and exceed internal and external customer needs.
Investigate and resolve queries from internal and external customers.
Maintain risk awareness and contribute to a culture of continuous improvement.