This is a hybrid role that has a requirement of working at least three days a week in the office.

As a

Portfolio Implementation Associate

, you will take direct responsibility for discretionary client and investment product implementations, collaborating closely with sales, investment consulting, client office, operations, and portfolio management teams. You’ll play a vital role in delivering exceptional client service and facilitating seamless communication across internal and external teams. Service clients to the highest standard and ensure accuracy, efficiency, and professionalism at all times

Assist with the development and maintenance of detailed project plans for each implementation

Thrive and be motivated by an environment that embraces AI and technology-enabled tools

Assist with the legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely

Implements appropriate risk controls and procedures and ensures adherence to these procedures and controls

Ensure that incoming work is handled effectively, promptly, and accurately so that the needs of internal and external customers are consistently met and exceeded

Investigate and resolve queries received from internal and external customers

Maintain a strong risk awareness mindset while contributing to a culture of continuous improvement

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

~1-6 years of experience in Client Service, Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities

~ Proficiency in Microsoft Office

~ General experience with client relationship management systems, and databases is advantageous

Prior investment experience with Defined Contribution Plans, Pensions & Not-For-Profit organizations

We help you be your best through professional development opportunities, interesting work and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. com, or follow us on LinkedIn and X.Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.

Marsh McLennan

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