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
Company H1B Sponsorship