Portfolio Implementation Associate

Job description

Company: Mercer Description: We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role will be based in Boston and offers a hybrid work arrangement, requiring a minimum of three days per 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. This is an exciting opportunity to contribute to impactful investment processes in a dynamic environment! We will count on you to: - Develop strong relationships with both internal and external parties, and work across team boundaries to deliver results on key department and business initiatives - 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 - Assist with the legal review process between th...