Portfolio Implementation Associate

Mercer, a Marsh business, is seeking a talented individual to join their Wealth team as a Portfolio Implementation Associate. In this role, you will be responsible for managing client and investment product implementations while ensuring exceptional client service and effective communication across teams. Responsibilities 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 the client and internal Mercer Legal to ensure that agreements are negotiated timely Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely Ensure that all new client onboarding compliance requirements are met 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 Skills 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 Strong analytical and organizational skills, and ability to multi-task Clear and effective communication (both verbal and written) while engaging directly with clients 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 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 operational mechanics of institutional portfolios and investment vehicles Positive attitude & proven ability to work well in a team oriented environment, while maintaining ownership over individual responsibilities Benefits Health and welfare benefits Tuition assistance 401K savings and other retirement programs Employee assistance programs Company Overview Marsh (NYSE: MRSH) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh Risk, Guy Carpenter, Mercer and Oliver Wyman. It was founded in 1871, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Marsh McLennan has a track record of offering H1B sponsorships, with 4 in 2025, 2 in 2024, 8 in 2023, 6 in 2022, 11 in 2020. Please note that this does not guarantee sponsorship for this specific role.